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 | $24,868 | $169,032-85.3% | $129,207-80.8% | $145,922-83.0% |
| Participation rate | 64.7% | 76.4%-11.7pp | 69.6%-4.9pp | 80.3%-15.6pp |
| Annual return | 11.36% | 14330.11%-14318.8pp | 9417.33%-9406.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,016 | $5,537-63.6% | $4,153-51.5% | $4,660-56.7% |
| Participant deferral / active EE | $2,559 | $4,987-48.7% | $4,168-38.6% | $6,688-61.7% |
| Admin fee / account holder | $1,358 | $9,954-86.4% | $7,715-82.4% | $13,397-89.9% |