See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,416 | $106,515-60.2% | $96,683-56.1% | $139,434-69.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 19.39% | 38.43%-19.0pp | 35.69%-16.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,481 | $4,103-39.5% | $3,737-33.6% | $4,751-47.8% |
| Participant deferral / active EE | $4,568 | $5,454-16.3% | $4,878-6.4% | $6,710-31.9% |
| Admin fee / account holder | $686 | $7,877-91.3% | $6,730-89.8% | $11,403-94.0% |