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 4-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 | $36,889 | $154,228-76.1% | $145,433-74.6% | $137,256-73.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.46% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,330 | $4,804-30.7% | $4,554-26.9% | $4,156-19.9% |
| Participant deferral / active EE | $5,997 | $8,216-27.0% | $7,897-24.1% | $6,407-6.4% |
| Admin fee / account holder | $3,307 | $14,344-76.9% | $13,129-74.8% | $12,270-73.0% |