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 | $64,044 | $148,534-56.9% | $135,903-52.9% | $139,434-54.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 12.63% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,642 | $5,243-49.6% | $4,856-45.6% | $4,751-44.4% |
| Participant deferral / active EE | $5,057 | $8,100-37.6% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $21,900 | $12,400+76.6% | $10,762+103.5% | $11,403+92.1% |