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 | $113,357 | $73,933+53.3% | $96,683+17.2% | $75,163+50.8% |
| Participation rate | 41.7% | 66.4%-24.8pp | 74.3%-32.7pp | 67.2%-25.5pp |
| Annual return | 17.48% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,677 | $2,928-42.7% | $3,737-55.1% | $2,670-37.2% |
| Participant deferral / active EE | $1,712 | $3,659-53.2% | $4,878-64.9% | $4,125-58.5% |
| Admin fee / account holder | $2,875 | $5,216-44.9% | $6,730-57.3% | $5,651-49.1% |