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 | $58,949 | $162,781-63.8% | $133,956-56.0% | $158,922-62.9% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 17.57% | 41.94%-24.4pp | 45.09%-27.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,660 | $4,975-66.6% | $3,919-57.6% | $4,761-65.1% |
| Participant deferral / active EE | $3,009 | $5,911-49.1% | $5,048-40.4% | $5,982-49.7% |
| Admin fee / account holder | $2,972 | $11,736-74.7% | $8,927-66.7% | $11,246-73.6% |