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 | $71,262 | $154,228-53.8% | $145,433-51.0% | $137,256-48.1% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 80.0%-18.1pp |
| Annual return | 19.83% | 74.59%-54.8pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,659 | $4,804-65.5% | $4,554-63.6% | $4,156-60.1% |
| Participant deferral / active EE | $5,045 | $8,216-38.6% | $7,897-36.1% | $6,407-21.3% |
| Admin fee / account holder | $24,236 | $14,344+69.0% | $13,129+84.6% | $12,270+97.5% |