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 | $99,115 | $183,592-46.0% | $155,567-36.3% | $145,959-32.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.89% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,861 | $5,315-46.2% | $4,674-38.8% | $4,661-38.6% |
| Participant deferral / active EE | $7,628 | $6,464+18.0% | $5,628+35.5% | $6,689+14.0% |
| Admin fee / account holder | $39,240 | $19,318+103.1% | $15,916+146.5% | $13,398+192.9% |