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 | $84,095 | $209,411-59.8% | $178,490-52.9% | $158,922-47.1% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 18.28% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,481 | $5,706-74.0% | $5,011-70.4% | $4,761-68.9% |
| Participant deferral / active EE | $3,225 | $5,954-45.8% | $5,202-38.0% | $5,982-46.1% |
| Admin fee / account holder | $11,047 | $17,074-35.3% | $13,984-21.0% | $11,246-1.8% |