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 | $67,916 | $114,381-40.6% | $107,525-36.8% | $142,382-52.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 26.86% | 242.71%-215.8pp | 181.32%-154.5pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,894 | $4,015-52.8% | $3,754-49.5% | $4,299-55.9% |
| Participant deferral / active EE | $6,025 | $5,564+8.3% | $5,116+17.8% | $6,507-7.4% |
| Admin fee / account holder | $580 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |