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 | $80,425 | $106,515-24.5% | $96,683-16.8% | $139,434-42.3% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 18.92% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,147 | $4,103-47.7% | $3,737-42.6% | $4,751-54.8% |
| Participant deferral / active EE | $3,200 | $5,454-41.3% | $4,878-34.4% | $6,710-52.3% |
| Admin fee / account holder | $4,989 | $7,877-36.7% | $6,730-25.9% | $11,403-56.3% |