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 | $96,230 | $159,602-39.7% | $150,045-35.9% | $142,382-32.4% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.3%-29.0pp | 80.1%-26.8pp |
| Annual return | 13.70% | 70.24%-56.5pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,755 | $4,961-64.6% | $4,693-62.6% | $4,299-59.2% |
| Participant deferral / active EE | $2,774 | $8,310-66.6% | $7,997-65.3% | $6,507-57.4% |
| Admin fee / account holder | $5,946 | $14,846-59.9% | $13,435-55.7% | $12,624-52.9% |