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 | $160,484 | $159,901+0.4% | $146,958+9.2% | $145,922+10.0% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 10.02% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,083 | $8,428-39.7% | $8,070-37.0% | $6,688-24.0% |
| Admin fee / account holder | $2,380 | $15,044-84.2% | $12,998-81.7% | $13,397-82.2% |