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 | $138,306 | $72,071+91.9% | $68,368+102.3% | $137,256+0.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 19.67% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $420 | $2,788-84.9% | $2,649-84.1% | $4,156-89.9% |
| Participant deferral / active EE | $2,683 | $4,410-39.2% | $4,123-34.9% | $6,407-58.1% |
| Admin fee / account holder | $2,398 | $5,336-55.1% | $5,150-53.4% | $12,270-80.5% |