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 | $86,068 | $124,281-30.7% | $109,143-21.1% | $167,490-48.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 11.57% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,609 | $4,207-61.8% | $3,722-56.8% | $4,837-66.7% |
| Participant deferral / active EE | $6,553 | $5,255+24.7% | $4,653+40.8% | $6,341+3.3% |
| Admin fee / account holder | $10,884 | $7,970+36.6% | $6,752+61.2% | $12,309-11.6% |