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 | $61,007 | $95,416-36.1% | $185,823-67.2% | $85,850-28.9% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 15.15% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,012 | $3,314-69.5% | $5,167-80.4% | $2,565-60.5% |
| Participant deferral / active EE | $2,492 | $3,423-27.2% | $5,568-55.3% | $3,952-36.9% |
| Admin fee / account holder | $380 | $7,213-94.7% | $16,237-97.7% | $6,260-93.9% |