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 | $122,658 | $227,553-46.1% | $189,557-35.3% | $167,490-26.8% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.4%-34.0pp | 82.1%-37.7pp |
| Annual return | 16.10% | 78.40%-62.3pp | 64.17%-48.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,012 | $5,316-24.5% | $4,412-9.1% | $4,837-17.1% |
| Participant deferral / active EE | $5,779 | $7,002-17.5% | $6,174-6.4% | $6,341-8.9% |
| Admin fee / account holder | $3,411 | $11,878-71.3% | $9,807-65.2% | $12,309-72.3% |