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 | $69,476 | $105,859-34.4% | $90,160-22.9% | $147,584-52.9% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.2pp | 82.8%-19.2pp |
| Annual return | 19.54% | 37.63%-18.1pp | 34.88%-15.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,336 | $4,126-67.6% | $3,318-59.7% | $4,876-72.6% |
| Participant deferral / active EE | $4,711 | $5,733-17.8% | $5,288-10.9% | $5,439-13.4% |
| Admin fee / account holder | $18,369 | $8,046+128.3% | $5,943+209.1% | $10,885+68.8% |