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 | $62,055 | $105,998-41.5% | $92,233-32.7% | $147,584-58.0% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.5%-35.3pp | 82.8%-41.7pp |
| Annual return | 20.29% | 50.05%-29.8pp | 176.28%-156.0pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,827 | $4,333-57.8% | $3,679-50.4% | $4,876-62.5% |
| Participant deferral / active EE | $3,654 | $4,478-18.4% | $3,897-6.2% | $5,439-32.8% |
| Admin fee / account holder | $4,844 | $6,332-23.5% | $5,194-6.7% | $10,885-55.5% |