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 | $100,598 | $80,731+24.6% | $103,374-2.7% | $74,546+34.9% |
| Participation rate | 51.4% | 65.7%-14.3pp | 74.5%-23.1pp | 67.2%-15.8pp |
| Annual return | 13.69% | 27.56%-13.9pp | 24.89%-11.2pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,639 | $3,158-48.1% | $3,869-57.6% | $2,624-37.5% |
| Participant deferral / active EE | $4,955 | $3,860+28.4% | $5,058-2.0% | $4,347+14.0% |
| Admin fee / account holder | $10,541 | $2,369+345.0% | $8,394+25.6% | $1,944+442.4% |