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 | $72,536 | $115,770-37.3% | $101,248-28.4% | $158,922-54.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 19.16% | 56.14%-37.0pp | 46.47%-27.3pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,440 | $4,175-41.5% | $3,660-33.3% | $4,761-48.7% |
| Participant deferral / active EE | $3,011 | $4,957-39.3% | $4,370-31.1% | $5,982-49.7% |
| Admin fee / account holder | $17,896 | $7,245+147.0% | $5,945+201.0% | $11,246+59.1% |