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 10-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 | $141,638 | $215,361-34.2% | $171,082-17.2% | $273,961-48.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 5.16% | 25.14%-20.0pp | 32.56%-27.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,062 | $4,967-78.6% | $4,002-73.5% | $4,869-78.2% |
| Participant deferral / active EE | $7,267 | $5,543+31.1% | $4,797+51.5% | $5,287+37.5% |
| Admin fee / account holder | $117,324 | $10,846+981.7% | $8,520+1277.1% | $10,132+1058.0% |