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 | $54,233 | $112,881-52.0% | $90,951-40.4% | $158,922-65.9% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 12.38% | 215.79%-203.4pp | 134.60%-122.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,146 | $2,893-25.8% | $2,122+1.1% | $4,761-54.9% |
| Participant deferral / active EE | $3,023 | $4,128-26.8% | $3,373-10.4% | $5,982-49.5% |
| Admin fee / account holder | $14,526 | $8,041+80.7% | $5,959+143.8% | $11,246+29.2% |