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 | $87,810 | $142,405-38.3% | $115,157-23.7% | $152,861-42.6% |
| Participation rate | 53.8% | 82.4%-28.5pp | 75.9%-22.1pp | 82.4%-28.6pp |
| Annual return | 33.22% | 41.48%-8.3pp | 35.60%-2.4pp | 345.32%-312.1pp |
| Employer contribution / active EE | $1,186 | $4,010-70.4% | $3,179-62.7% | $4,762-75.1% |
| Participant deferral / active EE | $4,198 | $5,164-18.7% | $4,168+0.7% | $5,850-28.2% |
| Admin fee / account holder | $759 | $8,462-91.0% | $7,088-89.3% | $11,596-93.5% |