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 | $64,135 | $68,346-6.2% | $94,646-32.2% | $75,163-14.7% |
| Participation rate | 66.0% | 76.1%-10.1pp | 80.8%-14.9pp | 67.2%-1.2pp |
| Annual return | 23.20% | 616.93%-593.7pp | 156.71%-133.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,928 | $2,701+8.4% | $3,672-20.3% | $2,670+9.7% |
| Participant deferral / active EE | $5,487 | $6,537-16.1% | $7,418-26.0% | $4,125+33.0% |
| Admin fee / account holder | $2,403 | $5,326-54.9% | $7,231-66.8% | $5,651-57.5% |