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 | $30,604 | $214,378-85.7% | $200,582-84.7% | $142,382-78.5% |
| Participation rate | 58.3% | 87.4%-29.1pp | 86.9%-28.6pp | 80.1%-21.8pp |
| Annual return | 12.86% | 46.41%-33.5pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,784 | $6,841-73.9% | $6,419-72.2% | $4,299-58.5% |
| Participant deferral / active EE | $5,505 | $9,865-44.2% | $9,331-41.0% | $6,507-15.4% |
| Admin fee / account holder | $1,728 | $17,692-90.2% | $16,305-89.4% | $12,624-86.3% |