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 | $85,291 | $107,334-20.5% | $92,893-8.2% | $152,861-44.2% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.4%-51.7pp |
| Annual return | 17.42% | 145.58%-128.2pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,346 | $4,221-68.1% | $3,653-63.2% | $4,762-71.7% |
| Participant deferral / active EE | $1,865 | $4,845-61.5% | $4,236-56.0% | $5,850-68.1% |
| Admin fee / account holder | $968 | $7,079-86.3% | $5,794-83.3% | $11,596-91.7% |