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 4-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 | $82,661 | $177,572-53.4% | $154,803-46.6% | $142,382-41.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 20.92% | 65.07%-44.1pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,686 | $4,810-44.2% | $4,305-37.6% | $4,299-37.5% |
| Participant deferral / active EE | $9,192 | $6,272+46.6% | $5,540+65.9% | $6,507+41.3% |
| Admin fee / account holder | $528 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |