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 | $58,300 | $101,317-42.5% | $146,958-60.3% | $74,495-21.7% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.2%-15.0pp | 67.2%-0.1pp |
| Annual return | 13.85% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,526 | $3,810-33.7% | $4,933-48.8% | $2,623-3.7% |
| Participant deferral / active EE | $5,608 | $7,303-23.2% | $8,070-30.5% | $4,346+29.1% |
| Admin fee / account holder | $5,610 | $1,739+222.6% | $12,998-56.8% | $1,942+188.9% |