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 | $122,146 | $135,952-10.2% | $123,892-1.4% | $273,961-55.4% |
| Participation rate | 56.5% | 84.1%-27.5pp | 81.4%-24.9pp | 83.0%-26.5pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,248 | $5,170-75.9% | $4,617-73.0% | $4,869-74.4% |
| Participant deferral / active EE | $4,061 | $6,343-36.0% | $5,984-32.1% | $5,287-23.2% |
| Admin fee / account holder | $5,555 | $9,817-43.4% | $8,357-33.5% | $10,132-45.2% |