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 | $131,894 | $165,335-20.2% | $149,696-11.9% | $158,922-17.0% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 11.09% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,928 | $5,103-42.6% | $4,644-36.9% | $4,761-38.5% |
| Participant deferral / active EE | $8,420 | $7,181+17.3% | $6,842+23.1% | $5,982+40.8% |
| Admin fee / account holder | $38,620 | $10,807+257.4% | $9,309+314.9% | $11,246+243.4% |