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 | $74,240 | $159,901-53.6% | $146,958-49.5% | $145,922-49.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 32.37% | 98.13%-65.8pp | 418.34%-386.0pp | 561.29%-528.9pp |
| Employer contribution / active EE | $3,585 | $5,286-32.2% | $4,933-27.3% | $4,660-23.1% |
| Participant deferral / active EE | $9,423 | $8,428+11.8% | $8,070+16.8% | $6,688+40.9% |
| Admin fee / account holder | $16,321 | $15,044+8.5% | $12,998+25.6% | $13,397+21.8% |