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 | $31,018 | $201,272-84.6% | $184,203-83.2% | $145,922-78.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.24% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,769 | $7,022-60.6% | $6,427-56.9% | $4,660-40.6% |
| Participant deferral / active EE | $10,963 | $9,806+11.8% | $9,131+20.1% | $6,688+63.9% |
| Admin fee / account holder | $1,558 | $16,364-90.5% | $13,901-88.8% | $13,397-88.4% |