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 | $64,233 | $106,515-39.7% | $96,683-33.6% | $139,434-53.9% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 15.33% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,386 | $4,103-66.2% | $3,737-62.9% | $4,751-70.8% |
| Participant deferral / active EE | $6,680 | $5,454+22.5% | $4,878+36.9% | $6,710-0.5% |
| Admin fee / account holder | $1,019 | $7,877-87.1% | $6,730-84.9% | $11,403-91.1% |