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 | $54,320 | $102,317-46.9% | $146,958-63.0% | $80,856-32.8% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 13.27% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,958 | $3,713-47.3% | $4,933-60.3% | $2,755-28.9% |
| Participant deferral / active EE | $3,356 | $6,644-49.5% | $8,070-58.4% | $4,296-21.9% |
| Admin fee / account holder | $6,021 | $7,941-24.2% | $12,998-53.7% | $6,918-13.0% |