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 | $62,316 | $202,432-69.2% | $169,368-63.2% | $139,434-55.3% |
| Participation rate | 68.2% | 81.1%-12.9pp | 77.1%-9.0pp | 80.3%-12.1pp |
| Annual return | 17.38% | 531.74%-514.4pp | 405.60%-388.2pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,092 | $4,692-34.1% | $4,013-22.9% | $4,751-34.9% |
| Participant deferral / active EE | $6,151 | $6,938-11.3% | $6,221-1.1% | $6,710-8.3% |
| Admin fee / account holder | $3,611 | $10,708-66.3% | $9,003-59.9% | $11,403-68.3% |