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 | $86,575 | $105,859-18.2% | $90,160-4.0% | $147,584-41.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 14.97% | 37.63%-22.7pp | 34.88%-19.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,243 | $4,126-69.9% | $3,318-62.6% | $4,876-74.5% |
| Participant deferral / active EE | $1,767 | $5,733-69.2% | $5,288-66.6% | $5,439-67.5% |
| Admin fee / account holder | $736 | $8,046-90.9% | $5,943-87.6% | $10,885-93.2% |