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 | $80,725 | $97,125-16.9% | $86,233-6.4% | $137,256-41.2% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.0%-26.9pp | 80.0%-37.9pp |
| Annual return | 16.96% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,397 | $2,841-50.8% | $2,504-44.2% | $4,156-66.4% |
| Participant deferral / active EE | $3,917 | $5,180-24.4% | $4,559-14.1% | $6,407-38.9% |
| Admin fee / account holder | $1,871 | $9,725-80.8% | $8,342-77.6% | $12,270-84.8% |