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 | $107,335 | $148,534-27.7% | $135,903-21.0% | $139,434-23.0% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.0pp |
| Annual return | 15.18% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,305 | $5,243-75.1% | $4,856-73.1% | $4,751-72.5% |
| Participant deferral / active EE | $3,190 | $8,100-60.6% | $7,758-58.9% | $6,710-52.5% |
| Admin fee / account holder | $46,790 | $12,400+277.3% | $10,762+334.8% | $11,403+310.4% |