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 | $82,091 | $214,378-61.7% | $200,582-59.1% | $142,382-42.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 21.30% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,006 | $6,841-70.7% | $6,419-68.8% | $4,299-53.3% |
| Participant deferral / active EE | $9,181 | $9,865-6.9% | $9,331-1.6% | $6,507+41.1% |
| Admin fee / account holder | $6,566 | $17,692-62.9% | $16,305-59.7% | $12,624-48.0% |