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 | $140,966 | $183,592-23.2% | $155,567-9.4% | $145,959-3.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.90% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,396 | $5,315-73.7% | $4,674-70.1% | $4,661-70.1% |
| Participant deferral / active EE | $5,666 | $6,464-12.3% | $5,628+0.7% | $6,689-15.3% |
| Admin fee / account holder | $1,586 | $19,318-91.8% | $15,916-90.0% | $13,398-88.2% |