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 | $47,538 | $166,020-71.4% | $164,866-71.2% | $145,959-67.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.28% | 100.08%-89.8pp | 69.97%-59.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $4,254 | $5,275-19.3% | $4,343-2.0% | $4,661-8.7% |
| Participant deferral / active EE | $5,318 | $6,961-23.6% | $6,033-11.9% | $6,689-20.5% |
| Admin fee / account holder | $395 | $16,644-97.6% | $12,689-96.9% | $13,398-97.1% |