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 | $68,513 | $86,891-21.2% | $142,449-51.9% | $75,163-8.8% |
| Participation rate | 47.2% | 68.5%-21.3pp | 76.8%-29.6pp | 67.2%-20.0pp |
| Annual return | 19.09% | 23.31%-4.2pp | 19.99%-0.9pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,111 | $3,355-37.1% | $4,847-56.4% | $2,670-20.9% |
| Participant deferral / active EE | $3,748 | $4,938-24.1% | $6,283-40.4% | $4,125-9.1% |
| Admin fee / account holder | $4,265 | $7,299-41.6% | $10,011-57.4% | $5,651-24.5% |