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 6-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 | $94,214 | $177,572-46.9% | $154,803-39.1% | $142,382-33.8% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.1%-21.8pp | 80.1%-23.9pp |
| Annual return | 29.02% | 65.07%-36.1pp | 58.88%-29.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,527 | $4,810-68.3% | $4,305-64.5% | $4,299-64.5% |
| Participant deferral / active EE | $5,283 | $6,272-15.8% | $5,540-4.6% | $6,507-18.8% |
| Admin fee / account holder | $907 | $16,786-94.6% | $14,329-93.7% | $12,624-92.8% |