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 | $126,917 | $183,963-31.0% | $162,163-21.7% | $152,861-17.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 19.89% | 150.76%-130.9pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,377 | $6,371-62.7% | $5,614-57.7% | $4,762-50.1% |
| Participant deferral / active EE | $4,419 | $8,034-45.0% | $7,298-39.5% | $5,850-24.5% |
| Admin fee / account holder | $318 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |