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 | $64,361 | $175,202-63.3% | $149,673-57.0% | $139,434-53.8% |
| Participation rate | 63.2% | 83.4%-20.2pp | 78.8%-15.6pp | 80.3%-17.2pp |
| Annual return | 20.16% | 166.71%-146.5pp | 134.42%-114.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,333 | $5,474-57.4% | $4,818-51.6% | $4,751-50.9% |
| Participant deferral / active EE | $4,013 | $6,519-38.4% | $5,680-29.3% | $6,710-40.2% |
| Admin fee / account holder | $12,763 | $16,150-21.0% | $13,210-3.4% | $11,403+11.9% |