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 | $75,170 | $177,572-57.7% | $154,803-51.4% | $142,382-47.2% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.1%-19.2pp | 80.1%-21.3pp |
| Annual return | 12.79% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,074 | $4,810-77.7% | $4,305-75.0% | $4,299-75.0% |
| Participant deferral / active EE | $3,606 | $6,272-42.5% | $5,540-34.9% | $6,507-44.6% |
| Admin fee / account holder | $27,383 | $16,786+63.1% | $14,329+91.1% | $12,624+116.9% |