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 10-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 | $83,816 | $99,877-16.1% | $84,966-1.4% | $145,922-42.6% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 19.93% | 83.76%-63.8pp | 66.38%-46.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,670 | $3,231-48.3% | $2,727-38.8% | $4,660-64.2% |
| Participant deferral / active EE | $2,198 | $5,291-58.5% | $4,519-51.4% | $6,688-67.1% |
| Admin fee / account holder | $1,370 | $7,248-81.1% | $6,149-77.7% | $13,397-89.8% |