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 | $83,550 | $107,934-22.6% | $91,989-9.2% | $152,861-45.3% |
| Participation rate | 58.8% | 81.2%-22.4pp | 78.6%-19.8pp | 82.4%-23.6pp |
| Annual return | 26.82% | 89.24%-62.4pp | 69.02%-42.2pp | 345.32%-318.5pp |
| Employer contribution / active EE | $875 | $4,210-79.2% | $3,452-74.7% | $4,762-81.6% |
| Participant deferral / active EE | $3,197 | $6,364-49.8% | $5,923-46.0% | $5,850-45.4% |
| Admin fee / account holder | $1,425 | $10,520-86.5% | $7,743-81.6% | $11,596-87.7% |