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 | $113,352 | $112,729+0.6% | $98,716+14.8% | $137,256-17.4% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 15.09% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,685 | $2,725-38.2% | $2,279-26.0% | $4,156-59.5% |
| Participant deferral / active EE | $5,455 | $4,640+17.6% | $4,048+34.8% | $6,407-14.9% |
| Admin fee / account holder | $532 | $10,129-94.7% | $8,703-93.9% | $12,270-95.7% |