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 | $81,887 | $165,335-50.5% | $149,696-45.3% | $158,922-48.5% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 17.58% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,285 | $5,103-74.8% | $4,644-72.3% | $4,761-73.0% |
| Participant deferral / active EE | $4,102 | $7,181-42.9% | $6,842-40.1% | $5,982-31.4% |
| Admin fee / account holder | $6,799 | $10,807-37.1% | $9,309-27.0% | $11,246-39.5% |