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 | $81,087 | $209,832-61.4% | $189,513-57.2% | $167,490-51.6% |
| Participation rate | 61.5% | 88.7%-27.1pp | 87.8%-26.3pp | 82.1%-20.6pp |
| Annual return | 15.54% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,785 | $6,914-74.2% | $6,162-71.0% | $4,837-63.1% |
| Participant deferral / active EE | $4,276 | $8,935-52.1% | $8,221-48.0% | $6,341-32.6% |
| Admin fee / account holder | $748 | $14,293-94.8% | $12,045-93.8% | $12,309-93.9% |