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 5-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 | $69,672 | $127,777-45.5% | $106,548-34.6% | $167,490-58.4% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 15.42% | 33.87%-18.5pp | 26.80%-11.4pp | 478.56%-463.1pp |
| Employer contribution / active EE | $709 | $3,427-79.3% | $2,819-74.9% | $4,837-85.3% |
| Participant deferral / active EE | $5,640 | $5,087+10.9% | $4,398+28.2% | $6,341-11.1% |
| Admin fee / account holder | $7,791 | $11,228-30.6% | $7,407+5.2% | $12,309-36.7% |