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 | $133,625 | $183,592-27.2% | $155,567-14.1% | $145,959-8.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 30.53% | 61.24%-30.7pp | 64.74%-34.2pp | 561.95%-531.4pp |
| Employer contribution / active EE | $2,011 | $5,315-62.2% | $4,674-57.0% | $4,661-56.8% |
| Participant deferral / active EE | $5,908 | $6,464-8.6% | $5,628+5.0% | $6,689-11.7% |
| Admin fee / account holder | $793 | $19,318-95.9% | $15,916-95.0% | $13,398-94.1% |