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 3-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 | $29,270 | $148,534-80.3% | $135,903-78.5% | $139,434-79.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.61% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,990 | $5,243-23.9% | $4,856-17.8% | $4,751-16.0% |
| Participant deferral / active EE | $8,590 | $8,100+6.0% | $7,758+10.7% | $6,710+28.0% |
| Admin fee / account holder | $5,055 | $12,400-59.2% | $10,762-53.0% | $11,403-55.7% |