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 3-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 | $54,521 | $159,901-65.9% | $146,958-62.9% | $145,922-62.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 166.76% | 98.13%+68.6pp | 418.34%-251.6pp | 561.29%-394.5pp |
| Employer contribution / active EE | $1,805 | $5,286-65.9% | $4,933-63.4% | $4,660-61.3% |
| Participant deferral / active EE | $7,239 | $8,428-14.1% | $8,070-10.3% | $6,688+8.2% |
| Admin fee / account holder | $7,385 | $15,044-50.9% | $12,998-43.2% | $13,397-44.9% |