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 | $54,703 | $51,175+6.9% | $70,515-22.4% | $75,163-27.2% |
| Participation rate | 55.2% | 60.9%-5.8pp | 68.3%-13.2pp | 67.2%-12.0pp |
| Annual return | 15.17% | 30.02%-14.9pp | 32.77%-17.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,971 | $1,826+7.9% | $2,973-33.7% | $2,670-26.2% |
| Participant deferral / active EE | $5,257 | $2,849+84.5% | $4,567+15.1% | $4,125+27.4% |
| Admin fee / account holder | $12,193 | $4,091+198.1% | $6,412+90.2% | $5,651+115.8% |