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 | $90,661 | $111,754-18.9% | $103,333-12.3% | $145,922-37.9% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 12.12% | 24.77%-12.6pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,671 | $4,212-36.6% | $3,868-30.9% | $4,660-42.7% |
| Participant deferral / active EE | $6,378 | $5,619+13.5% | $5,057+26.1% | $6,688-4.6% |
| Admin fee / account holder | $1,446 | $9,750-85.2% | $8,355-82.7% | $13,397-89.2% |