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 | $67,258 | $165,984-59.5% | $164,813-59.2% | $145,922-53.9% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.6%-23.0pp | 80.3%-24.7pp |
| Annual return | 11.52% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,757 | $5,273-66.7% | $4,341-59.5% | $4,660-62.3% |
| Participant deferral / active EE | $2,236 | $6,959-67.9% | $6,031-62.9% | $6,688-66.6% |
| Admin fee / account holder | $8,386 | $16,648-49.6% | $12,690-33.9% | $13,397-37.4% |