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 | $55,638 | $110,257-49.5% | $96,544-42.4% | $139,434-60.1% |
| Participation rate | 61.1% | 78.1%-17.0pp | 76.0%-14.9pp | 80.3%-19.2pp |
| Annual return | 17.06% | 26.32%-9.3pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,671 | $3,620-53.8% | $2,965-43.6% | $4,751-64.8% |
| Participant deferral / active EE | $4,212 | $5,548-24.1% | $4,851-13.2% | $6,710-37.2% |
| Admin fee / account holder | $12,688 | $11,591+9.5% | $8,252+53.8% | $11,403+11.3% |