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 | $56,269 | $83,902-32.9% | $167,512-66.4% | $84,808-33.7% |
| Participation rate | 55.9% | 66.5%-10.5pp | 77.1%-21.1pp | 68.3%-12.4pp |
| Annual return | 14.78% | 91.55%-76.8pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,360 | $2,264-39.9% | $3,882-65.0% | $2,631-48.3% |
| Participant deferral / active EE | $3,437 | $4,442-22.6% | $6,405-46.3% | $4,212-18.4% |
| Admin fee / account holder | $6,700 | $7,915-15.4% | $9,769-31.4% | $7,344-8.8% |