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 | $106,788 | $209,411-49.0% | $178,490-40.2% | $158,922-32.8% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 17.85% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,864 | $5,706-49.8% | $5,011-42.9% | $4,761-39.9% |
| Participant deferral / active EE | $8,039 | $5,954+35.0% | $5,202+54.5% | $5,982+34.4% |
| Admin fee / account holder | $535 | $17,074-96.9% | $13,984-96.2% | $11,246-95.2% |