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 | $60,186 | $95,416-36.9% | $185,823-67.6% | $85,850-29.9% |
| Participation rate | 64.9% | 68.8%-3.9pp | 81.7%-16.8pp | 69.3%-4.4pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,224 | $3,314-32.9% | $5,167-57.0% | $2,565-13.3% |
| Participant deferral / active EE | $3,962 | $3,423+15.7% | $5,568-28.8% | $3,952+0.2% |
| Admin fee / account holder | $24,856 | $7,213+244.6% | $16,237+53.1% | $6,260+297.1% |