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 | $76,155 | $126,574-39.8% | $106,213-28.3% | $145,922-47.8% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 17.61% | 224.79%-207.2pp | 116.14%-98.5pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,251 | $3,730-12.9% | $3,171+2.5% | $4,660-30.2% |
| Participant deferral / active EE | $6,934 | $5,724+21.2% | $5,016+38.2% | $6,688+3.7% |
| Admin fee / account holder | $77,245 | $17,304+346.4% | $11,033+600.1% | $13,397+476.6% |