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 | $112,919 | $178,174-36.6% | $156,181-27.7% | $137,256-17.7% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.8%-20.9pp | 80.0%-22.1pp |
| Annual return | 12.96% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,544 | $4,972-48.8% | $4,294-40.7% | $4,156-38.8% |
| Participant deferral / active EE | $3,584 | $6,888-48.0% | $6,132-41.6% | $6,407-44.1% |
| Admin fee / account holder | $13,087 | $17,404-24.8% | $14,586-10.3% | $12,270+6.7% |