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 | $29,389 | $106,515-72.4% | $96,683-69.6% | $139,434-78.9% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.3%-13.5pp | 80.3%-19.4pp |
| Annual return | 37.86% | 38.43%-0.6pp | 35.69%+2.2pp | 372.94%-335.1pp |
| Employer contribution / active EE | $2,255 | $4,103-45.0% | $3,737-39.7% | $4,751-52.5% |
| Participant deferral / active EE | $3,017 | $5,454-44.7% | $4,878-38.2% | $6,710-55.0% |
| Admin fee / account holder | $890 | $7,877-88.7% | $6,730-86.8% | $11,403-92.2% |