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 | $96,018 | $217,402-55.8% | $185,823-48.3% | $167,490-42.7% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 16.80% | 148.36%-131.6pp | 122.05%-105.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,428 | $5,873-75.7% | $5,167-72.4% | $4,837-70.5% |
| Participant deferral / active EE | $3,347 | $6,356-47.3% | $5,568-39.9% | $6,341-47.2% |
| Admin fee / account holder | $5,614 | $19,811-71.7% | $16,237-65.4% | $12,309-54.4% |