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 | $133,157 | $183,519-27.4% | $155,509-14.4% | $145,922-8.7% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 20.57% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,510 | $5,313-52.7% | $4,672-46.3% | $4,660-46.1% |
| Participant deferral / active EE | $7,033 | $6,462+8.8% | $5,626+25.0% | $6,688+5.2% |
| Admin fee / account holder | $346 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |