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 | $84,572 | $105,998-20.2% | $92,233-8.3% | $147,584-42.7% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 20.02% | 50.05%-30.0pp | 176.28%-156.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $796 | $4,333-81.6% | $3,679-78.4% | $4,876-83.7% |
| Participant deferral / active EE | $2,292 | $4,478-48.8% | $3,897-41.2% | $5,439-57.9% |
| Admin fee / account holder | $678 | $6,332-89.3% | $5,194-87.0% | $10,885-93.8% |