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 | $98,709 | $117,381-15.9% | $99,443-0.7% | $152,861-35.4% |
| Participation rate | 44.4% | 77.5%-33.1pp | 73.8%-29.4pp | 82.4%-38.0pp |
| Annual return | 23.83% | 31.87%-8.0pp | 30.72%-6.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $932 | $3,013-69.1% | $2,540-63.3% | $4,762-80.4% |
| Participant deferral / active EE | $2,688 | $4,086-34.2% | $3,619-25.7% | $5,850-54.0% |
| Admin fee / account holder | $6,906 | $7,631-9.5% | $6,250+10.5% | $11,596-40.4% |