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 | $60,978 | $86,286-29.3% | $111,297-45.2% | $85,850-29.0% |
| Participation rate | 58.3% | 73.3%-15.0pp | 77.3%-19.0pp | 69.3%-11.0pp |
| Annual return | 16.20% | 19.99%-3.8pp | 54.65%-38.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,842 | $2,043-9.8% | $2,731-32.5% | $2,565-28.2% |
| Participant deferral / active EE | $3,288 | $3,641-9.7% | $4,487-26.7% | $3,952-16.8% |
| Admin fee / account holder | $759 | $8,188-90.7% | $7,964-90.5% | $6,260-87.9% |