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 | $124,995 | $159,934-21.8% | $147,005-15.0% | $145,959-14.4% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 9.97% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,681 | $5,287-68.2% | $4,934-65.9% | $4,661-63.9% |
| Participant deferral / active EE | $6,100 | $8,427-27.6% | $8,070-24.4% | $6,689-8.8% |
| Admin fee / account holder | $1,316 | $15,053-91.3% | $13,006-89.9% | $13,398-90.2% |