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 | $79,230 | $232,540-65.9% | $185,117-57.2% | $147,584-46.3% |
| Participation rate | 54.5% | 82.4%-27.8pp | 77.3%-22.7pp | 82.8%-28.3pp |
| Annual return | 12.74% | 43.03%-30.3pp | 40.50%-27.8pp | 578.55%-565.8pp |
| Employer contribution / active EE | $764 | $5,195-85.3% | $4,182-81.7% | $4,876-84.3% |
| Participant deferral / active EE | $1,692 | $5,834-71.0% | $5,045-66.5% | $5,439-68.9% |
| Admin fee / account holder | $1,233 | $10,275-88.0% | $8,159-84.9% | $10,885-88.7% |