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 | $86,796 | $172,111-49.6% | $150,298-42.3% | $137,256-36.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.37% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,125 | $4,636-54.2% | $4,154-48.8% | $4,156-48.9% |
| Participant deferral / active EE | $6,853 | $6,166+11.1% | $5,453+25.7% | $6,407+7.0% |
| Admin fee / account holder | $1,348 | $16,471-91.8% | $14,116-90.5% | $12,270-89.0% |