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 | $15,708 | $107,334-85.4% | $92,893-83.1% | $152,861-89.7% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.4%-40.3pp |
| Annual return | 19.35% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,233 | $4,221-70.8% | $3,653-66.2% | $4,762-74.1% |
| Participant deferral / active EE | $3,178 | $4,845-34.4% | $4,236-25.0% | $5,850-45.7% |
| Admin fee / account holder | $3,758 | $7,079-46.9% | $5,794-35.1% | $11,596-67.6% |