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 | $82,219 | $105,931-22.4% | $81,930+0.4% | $158,922-48.3% |
| Participation rate | 36.8% | 75.6%-38.8pp | 72.0%-35.2pp | 82.0%-45.1pp |
| Annual return | 24.31% | 38.17%-13.9pp | 29.49%-5.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,105 | $7,800-85.8% | $4,310-74.4% | $4,761-76.8% |
| Participant deferral / active EE | $1,126 | $13,003-91.3% | $7,107-84.2% | $5,982-81.2% |
| Admin fee / account holder | $672 | $8,489-92.1% | $5,158-87.0% | $11,246-94.0% |