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 | $87,106 | $165,912-47.5% | $122,332-28.8% | $147,584-41.0% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 15.17% | 34.55%-19.4pp | 30.27%-15.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,268 | $5,754-78.0% | $4,050-68.7% | $4,876-74.0% |
| Participant deferral / active EE | $4,310 | $4,005+7.6% | $3,287+31.1% | $5,439-20.8% |
| Admin fee / account holder | $5,832 | $7,424-21.4% | $5,478+6.5% | $10,885-46.4% |