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 6-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 | $151,734 | $77,899+94.8% | $149,673+1.4% | $75,163+101.9% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.3pp |
| Annual return | 15.12% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,211 | $3,137-29.5% | $4,818-54.1% | $2,670-17.2% |
| Participant deferral / active EE | $4,499 | $3,411+31.9% | $5,680-20.8% | $4,125+9.1% |
| Admin fee / account holder | $4,450 | $5,956-25.3% | $13,210-66.3% | $5,651-21.3% |