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 | $49,585 | $159,934-69.0% | $147,005-66.3% | $145,959-66.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.31% | 98.24%-82.9pp | 418.76%-403.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,575 | $5,287-51.3% | $4,934-47.8% | $4,661-44.8% |
| Participant deferral / active EE | $5,329 | $8,427-36.8% | $8,070-34.0% | $6,689-20.3% |
| Admin fee / account holder | $6,151 | $15,053-59.1% | $13,006-52.7% | $13,398-54.1% |