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 | $29,245 | $165,335-82.3% | $149,696-80.5% | $158,922-81.6% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.8pp |
| Annual return | 16.20% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,090 | $5,103-78.6% | $4,644-76.5% | $4,761-77.1% |
| Participant deferral / active EE | $3,012 | $7,181-58.1% | $6,842-56.0% | $5,982-49.6% |
| Admin fee / account holder | $12,511 | $10,807+15.8% | $9,309+34.4% | $11,246+11.3% |