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 | $99,484 | $124,319-20.0% | $111,297-10.6% | $167,490-40.6% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 13.30% | 37.44%-24.1pp | 54.65%-41.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,443 | $3,435-58.0% | $2,731-47.2% | $4,837-70.2% |
| Participant deferral / active EE | $2,076 | $5,180-59.9% | $4,487-53.7% | $6,341-67.3% |
| Admin fee / account holder | $766 | $10,618-92.8% | $7,964-90.4% | $12,309-93.8% |