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 | $72,411 | $118,450-38.9% | $98,439-26.4% | $139,434-48.1% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 12.86% | 18.94%-6.1pp | 21.16%-8.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,521 | $3,609-30.2% | $3,048-17.3% | $4,751-46.9% |
| Participant deferral / active EE | $15,536 | $5,392+188.1% | $4,738+227.9% | $6,710+131.5% |
| Admin fee / account holder | $42,927 | $14,026+206.1% | $8,948+379.8% | $11,403+276.5% |