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 | $82,461 | $175,202-52.9% | $149,673-44.9% | $139,434-40.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.08% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,203 | $5,474-78.0% | $4,818-75.0% | $4,751-74.7% |
| Participant deferral / active EE | $2,163 | $6,519-66.8% | $5,680-61.9% | $6,710-67.8% |
| Admin fee / account holder | $64,483 | $16,150+299.3% | $13,210+388.1% | $11,403+465.5% |