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 10-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 | $145,772 | $165,335-11.8% | $149,696-2.6% | $158,922-8.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 24.74% | 348.15%-323.4pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $971 | $5,103-81.0% | $4,644-79.1% | $4,761-79.6% |
| Participant deferral / active EE | $3,072 | $7,181-57.2% | $6,842-55.1% | $5,982-48.6% |
| Admin fee / account holder | $1,225 | $10,807-88.7% | $9,309-86.8% | $11,246-89.1% |