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 | $98,734 | $166,020-40.5% | $164,866-40.1% | $145,959-32.4% |
| Participation rate | 31.8% | 82.0%-50.2pp | 78.6%-46.8pp | 80.3%-48.5pp |
| Annual return | 14.16% | 100.08%-85.9pp | 69.97%-55.8pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,169 | $5,275-77.8% | $4,343-73.1% | $4,661-74.9% |
| Participant deferral / active EE | $2,307 | $6,961-66.9% | $6,033-61.8% | $6,689-65.5% |
| Admin fee / account holder | $2,955 | $16,644-82.2% | $12,689-76.7% | $13,398-77.9% |