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 | $57,635 | $98,750-41.6% | $149,696-61.5% | $79,858-27.8% |
| Participation rate | 56.1% | 75.8%-19.7pp | 82.5%-26.4pp | 69.6%-13.5pp |
| Annual return | 20.99% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,528 | $3,216-52.5% | $4,644-67.1% | $2,471-38.2% |
| Participant deferral / active EE | $2,931 | $5,680-48.4% | $6,842-57.2% | $3,740-21.6% |
| Admin fee / account holder | $4,393 | $6,053-27.4% | $9,309-52.8% | $5,306-17.2% |