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 | $151,309 | $198,466-23.8% | $170,442-11.2% | $147,584+2.5% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 12.35% | 257.29%-244.9pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $4,242 | $6,184-31.4% | $5,433-21.9% | $4,876-13.0% |
| Participant deferral / active EE | $2,746 | $5,629-51.2% | $4,939-44.4% | $5,439-49.5% |
| Admin fee / account holder | $36,258 | $16,852+115.2% | $13,880+161.2% | $10,885+233.1% |