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 | $66,213 | $70,669-6.3% | $169,368-60.9% | $75,163-11.9% |
| Participation rate | 68.0% | 64.8%+3.2pp | 77.1%-9.1pp | 67.2%+0.8pp |
| Annual return | 14.16% | 36.36%-22.2pp | 405.60%-391.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,463 | $2,211-33.8% | $4,013-63.5% | $2,670-45.2% |
| Participant deferral / active EE | $3,390 | $4,311-21.4% | $6,221-45.5% | $4,125-17.8% |
| Admin fee / account holder | $2,085 | $5,402-61.4% | $9,003-76.8% | $5,651-63.1% |