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 | $61,921 | $100,852-38.6% | $90,404-31.5% | $158,922-61.0% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 8.73% | 1724.20%-1715.5pp | 1293.02%-1284.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,373 | $3,689-62.8% | $3,262-57.9% | $4,761-71.2% |
| Participant deferral / active EE | $2,773 | $4,348-36.2% | $3,963-30.0% | $5,982-53.7% |
| Admin fee / account holder | $7,902 | $6,501+21.5% | $5,611+40.8% | $11,246-29.7% |