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 | $113,745 | $154,117-26.2% | $129,995-12.5% | $139,434-18.4% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 18.35% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,430 | $5,289-73.0% | $4,320-66.9% | $4,751-69.9% |
| Participant deferral / active EE | $12,124 | $6,710+80.7% | $5,820+108.3% | $6,710+80.7% |
| Admin fee / account holder | $15,213 | $14,007+8.6% | $10,614+43.3% | $11,403+33.4% |