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 | $35,124 | $198,466-82.3% | $170,442-79.4% | $147,584-76.2% |
| Participation rate | 68.2% | 88.0%-19.8pp | 83.6%-15.4pp | 82.8%-14.6pp |
| Annual return | 18.73% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,782 | $6,184-71.2% | $5,433-67.2% | $4,876-63.5% |
| Participant deferral / active EE | $3,142 | $5,629-44.2% | $4,939-36.4% | $5,439-42.2% |
| Admin fee / account holder | $1,140 | $16,852-93.2% | $13,880-91.8% | $10,885-89.5% |