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 | $91,949 | $121,625-24.4% | $104,607-12.1% | $158,922-42.1% |
| Participation rate | 56.5% | 77.5%-21.0pp | 74.1%-17.6pp | 82.0%-25.4pp |
| Annual return | 18.36% | 465.26%-446.9pp | 340.46%-322.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $821 | $3,163-74.1% | $2,681-69.4% | $4,761-82.8% |
| Participant deferral / active EE | $1,737 | $4,177-58.4% | $3,740-53.6% | $5,982-71.0% |
| Admin fee / account holder | $1,655 | $7,787-78.7% | $6,473-74.4% | $11,246-85.3% |