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 | $92,231 | $126,574-27.1% | $106,213-13.2% | $145,922-36.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 36.60% | 224.79%-188.2pp | 116.14%-79.5pp | 561.29%-524.7pp |
| Employer contribution / active EE | $2,123 | $3,730-43.1% | $3,171-33.0% | $4,660-54.4% |
| Participant deferral / active EE | $3,855 | $5,724-32.6% | $5,016-23.1% | $6,688-42.4% |
| Admin fee / account holder | $7,807 | $17,304-54.9% | $11,033-29.2% | $13,397-41.7% |