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 | $202,645 | $183,519+10.4% | $155,509+30.3% | $145,922+38.9% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 35.25% | 61.17%-25.9pp | 64.67%-29.4pp | 561.29%-526.0pp |
| Employer contribution / active EE | $2,794 | $5,313-47.4% | $4,672-40.2% | $4,660-40.0% |
| Participant deferral / active EE | $6,481 | $6,462+0.3% | $5,626+15.2% | $6,688-3.1% |
| Admin fee / account holder | $1,516 | $19,313-92.2% | $15,912-90.5% | $13,397-88.7% |