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 | $54,017 | $108,919-50.4% | $100,391-46.2% | $145,922-63.0% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.57% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $937 | $4,419-78.8% | $3,942-76.2% | $4,660-79.9% |
| Participant deferral / active EE | $5,058 | $8,445-40.1% | $8,082-37.4% | $6,688-24.4% |
| Admin fee / account holder | $6,333 | $9,689-34.6% | $7,899-19.8% | $13,397-52.7% |