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 | $61,304 | $102,966-40.5% | $90,281-32.1% | $152,861-59.9% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 18.62% | 95.16%-76.5pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $891 | $3,139-71.6% | $2,854-68.8% | $4,762-81.3% |
| Participant deferral / active EE | $4,995 | $4,281+16.7% | $3,885+28.6% | $5,850-14.6% |
| Admin fee / account holder | $67,920 | $6,171+1000.7% | $5,351+1169.2% | $11,596+485.7% |