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 | $103,513 | $209,411-50.6% | $178,490-42.0% | $158,922-34.9% |
| Participation rate | 64.3% | 86.3%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 12.49% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,501 | $5,706-73.7% | $5,011-70.0% | $4,761-68.5% |
| Participant deferral / active EE | $3,481 | $5,954-41.5% | $5,202-33.1% | $5,982-41.8% |
| Admin fee / account holder | $19,073 | $17,074+11.7% | $13,984+36.4% | $11,246+69.6% |