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 | $99,687 | $209,411-52.4% | $178,490-44.1% | $158,922-37.3% |
| Participation rate | 53.3% | 86.3%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 23.74% | 188.75%-165.0pp | 151.07%-127.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,908 | $5,706-66.6% | $5,011-61.9% | $4,761-59.9% |
| Participant deferral / active EE | $2,847 | $5,954-52.2% | $5,202-45.3% | $5,982-52.4% |
| Admin fee / account holder | $27,343 | $17,074+60.1% | $13,984+95.5% | $11,246+143.1% |