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 | $129,253 | $95,971+34.7% | $74,550+73.4% | $135,375-4.5% |
| Participation rate | 56.5% | 75.7%-19.1pp | 69.1%-12.6pp | 82.6%-26.1pp |
| Annual return | 25.88% | 56.96%-31.1pp | 32.53%-6.6pp | 519.73%-493.9pp |
| Employer contribution / active EE | $540 | $2,716-80.1% | $1,961-72.5% | $4,779-88.7% |
| Participant deferral / active EE | $810 | $3,843-78.9% | $3,108-73.9% | $5,609-85.6% |
| Admin fee / account holder | $688 | $6,522-89.4% | $5,060-86.4% | $10,827-93.6% |