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 | $96,460 | $144,119-33.1% | $117,854-18.2% | $147,584-34.6% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 11.21% | 531.15%-519.9pp | 335.08%-323.9pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,333 | $4,896-72.8% | $3,786-64.8% | $4,876-72.7% |
| Participant deferral / active EE | $4,322 | $5,316-18.7% | $4,482-3.6% | $5,439-20.5% |
| Admin fee / account holder | $20,602 | $10,886+89.3% | $8,020+156.9% | $10,885+89.3% |