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 | $83,274 | $102,966-19.1% | $90,281-7.8% | $152,861-45.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 22.51% | 95.16%-72.6pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,886 | $3,139-39.9% | $2,854-33.9% | $4,762-60.4% |
| Participant deferral / active EE | $5,151 | $4,281+20.3% | $3,885+32.6% | $5,850-12.0% |
| Admin fee / account holder | $2,535 | $6,171-58.9% | $5,351-52.6% | $11,596-78.1% |