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 | $108,768 | $100,852+7.8% | $90,404+20.3% | $158,922-31.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 13.45% | 1724.20%-1710.7pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $953 | $3,689-74.2% | $3,262-70.8% | $4,761-80.0% |
| Participant deferral / active EE | $3,664 | $4,348-15.7% | $3,963-7.6% | $5,982-38.8% |
| Admin fee / account holder | $2,027 | $6,501-68.8% | $5,611-63.9% | $11,246-82.0% |