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 | $124,281 | $185,200-32.9% | $142,863-13.0% | $167,490-25.8% |
| Participation rate | 54.5% | 78.4%-23.9pp | 71.9%-17.4pp | 82.1%-27.6pp |
| Annual return | 11.31% | 8555.70%-8544.4pp | 5637.54%-5626.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,273 | $5,604-59.4% | $4,144-45.2% | $4,837-53.0% |
| Participant deferral / active EE | $3,401 | $4,494-24.3% | $3,837-11.4% | $6,341-46.4% |
| Admin fee / account holder | $15,966 | $8,031+98.8% | $6,560+143.4% | $12,309+29.7% |