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 | $78,996 | $157,256-49.8% | $141,162-44.0% | $152,861-48.3% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.4%-19.3pp |
| Annual return | 22.65% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,870 | $5,261-64.5% | $4,735-60.5% | $4,762-60.7% |
| Participant deferral / active EE | $4,300 | $7,109-39.5% | $6,709-35.9% | $5,850-26.5% |
| Admin fee / account holder | $5,482 | $12,120-54.8% | $10,261-46.6% | $11,596-52.7% |