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 | $54,769 | $162,781-66.4% | $133,956-59.1% | $158,922-65.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 15.86% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,897 | $4,975-61.9% | $3,919-51.6% | $4,761-60.2% |
| Participant deferral / active EE | $4,118 | $5,911-30.3% | $5,048-18.4% | $5,982-31.2% |
| Admin fee / account holder | $3,093 | $11,736-73.7% | $8,927-65.4% | $11,246-72.5% |