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 | $88,612 | $112,881-21.5% | $90,951-2.6% | $158,922-44.2% |
| Participation rate | 31.6% | 74.7%-43.2pp | 69.0%-37.4pp | 82.0%-50.4pp |
| Annual return | 37.72% | 215.79%-178.1pp | 134.60%-96.9pp | 302.83%-265.1pp |
| Employer contribution / active EE | $774 | $2,893-73.2% | $2,122-63.5% | $4,761-83.7% |
| Participant deferral / active EE | $1,672 | $4,128-59.5% | $3,373-50.4% | $5,982-72.0% |
| Admin fee / account holder | $4,560 | $8,041-43.3% | $5,959-23.5% | $11,246-59.5% |