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 | $105,974 | $202,318-47.6% | $172,739-38.7% | $152,861-30.7% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.4%-55.2pp |
| Annual return | 17.79% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,715 | $5,856-70.7% | $5,143-66.7% | $4,762-64.0% |
| Participant deferral / active EE | $2,799 | $5,948-52.9% | $5,198-46.2% | $5,850-52.2% |
| Admin fee / account holder | $8,293 | $17,109-51.5% | $13,954-40.6% | $11,596-28.5% |