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 | $54,218 | $175,202-69.1% | $149,673-63.8% | $139,434-61.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 29.91% | 166.71%-136.8pp | 134.42%-104.5pp | 372.94%-343.0pp |
| Employer contribution / active EE | $2,800 | $5,474-48.9% | $4,818-41.9% | $4,751-41.1% |
| Participant deferral / active EE | $12,170 | $6,519+86.7% | $5,680+114.3% | $6,710+81.4% |
| Admin fee / account holder | $349 | $16,150-97.8% | $13,210-97.4% | $11,403-96.9% |