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 | $70,225 | $74,888-6.2% | $71,209-1.4% | $142,382-50.7% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.1%-41.7pp |
| Annual return | 20.99% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,163 | $2,854-59.2% | $2,721-57.3% | $4,299-72.9% |
| Participant deferral / active EE | $5,950 | $4,454+33.6% | $4,175+42.5% | $6,507-8.6% |
| Admin fee / account holder | $16,790 | $5,568+201.5% | $5,349+213.9% | $12,624+33.0% |