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 5-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 | $37,532 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 46.97% | 74.59%-27.6pp | 66.58%-19.6pp | 220.34%-173.4pp |
| Employer contribution / active EE | $2,696 | $4,804-43.9% | $4,554-40.8% | $4,156-35.1% |
| Participant deferral / active EE | $3,770 | $8,216-54.1% | $7,897-52.3% | $6,407-41.2% |
| Admin fee / account holder | $423 | $14,344-97.0% | $13,129-96.8% | $12,270-96.6% |