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 | $50,538 | $154,228-67.2% | $145,433-65.2% | $137,256-63.2% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 22.39% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,035 | $4,804-57.6% | $4,554-55.3% | $4,156-51.0% |
| Participant deferral / active EE | $2,753 | $8,216-66.5% | $7,897-65.1% | $6,407-57.0% |
| Admin fee / account holder | $720 | $14,344-95.0% | $13,129-94.5% | $12,270-94.1% |