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 | $134,941 | $214,378-37.1% | $200,582-32.7% | $142,382-5.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 22.22% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,623 | $6,841-61.7% | $6,419-59.1% | $4,299-39.0% |
| Participant deferral / active EE | $4,394 | $9,865-55.5% | $9,331-52.9% | $6,507-32.5% |
| Admin fee / account holder | $9,592 | $17,692-45.8% | $16,305-41.2% | $12,624-24.0% |