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 | $106,874 | $177,572-39.8% | $154,803-31.0% | $142,382-24.9% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.1%-25.1pp | 80.1%-27.2pp |
| Annual return | 14.44% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,129 | $4,810-55.7% | $4,305-50.6% | $4,299-50.5% |
| Participant deferral / active EE | $2,864 | $6,272-54.3% | $5,540-48.3% | $6,507-56.0% |
| Admin fee / account holder | $2,693 | $16,786-84.0% | $14,329-81.2% | $12,624-78.7% |