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 | $78,804 | $100,773-21.8% | $88,946-11.4% | $142,382-44.7% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 15.56% | 70.18%-54.6pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,500 | $2,918-48.6% | $2,555-41.3% | $4,299-65.1% |
| Participant deferral / active EE | $2,850 | $5,230-45.5% | $4,581-37.8% | $6,507-56.2% |
| Admin fee / account holder | $773 | $9,693-92.0% | $8,261-90.6% | $12,624-93.9% |