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 | $121,432 | $179,726-32.4% | $156,263-22.3% | $142,382-14.7% |
| Participation rate | 61.9% | 82.1%-20.2pp | 78.9%-17.0pp | 80.1%-18.2pp |
| Annual return | 15.87% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,727 | $5,069-65.9% | $4,333-60.1% | $4,299-59.8% |
| Participant deferral / active EE | $5,507 | $6,956-20.8% | $6,158-10.6% | $6,507-15.4% |
| Admin fee / account holder | $2,311 | $17,272-86.6% | $14,255-83.8% | $12,624-81.7% |