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 | $159,602-68.3% | $150,045-66.3% | $142,382-64.5% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.3%-52.3pp | 80.1%-50.1pp |
| Annual return | 22.39% | 70.24%-47.8pp | 62.55%-40.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,035 | $4,961-59.0% | $4,693-56.6% | $4,299-52.7% |
| Participant deferral / active EE | $2,753 | $8,310-66.9% | $7,997-65.6% | $6,507-57.7% |
| Admin fee / account holder | $720 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |