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 | $118,901 | $101,069+17.6% | $81,478+45.9% | $147,584-19.4% |
| Participation rate | 52.9% | 74.5%-21.5pp | 68.0%-15.0pp | 82.8%-29.9pp |
| Annual return | 13.45% | 32.40%-18.9pp | 38.78%-25.3pp | 578.55%-565.1pp |
| Employer contribution / active EE | $732 | $3,205-77.1% | $2,568-71.5% | $4,876-85.0% |
| Participant deferral / active EE | $1,833 | $4,242-56.8% | $3,537-48.2% | $5,439-66.3% |
| Admin fee / account holder | $1,012 | $5,812-82.6% | $4,561-77.8% | $10,885-90.7% |