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 | $111,643 | $157,256-29.0% | $141,162-20.9% | $152,861-27.0% |
| Participation rate | 27.3% | 84.8%-57.5pp | 82.5%-55.2pp | 82.4%-55.2pp |
| Annual return | 14.80% | 64.32%-49.5pp | 71.39%-56.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,183 | $5,261-77.5% | $4,735-75.0% | $4,762-75.2% |
| Participant deferral / active EE | $5,155 | $7,109-27.5% | $6,709-23.2% | $5,850-11.9% |
| Admin fee / account holder | $2,748 | $12,120-77.3% | $10,261-73.2% | $11,596-76.3% |