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 | $91,258 | $162,781-43.9% | $133,956-31.9% | $158,922-42.6% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.64% | 41.94%-28.3pp | 45.09%-31.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,972 | $4,975-60.4% | $3,919-49.7% | $4,761-58.6% |
| Participant deferral / active EE | $5,248 | $5,911-11.2% | $5,048+4.0% | $5,982-12.3% |
| Admin fee / account holder | $1,298 | $11,736-88.9% | $8,927-85.5% | $11,246-88.5% |