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 | $64,260 | $78,705-18.4% | $117,854-45.5% | $70,131-8.4% |
| Participation rate | 55.3% | 73.2%-17.9pp | 79.7%-24.3pp | 69.5%-14.2pp |
| Annual return | 14.49% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,273 | $2,223-42.8% | $3,786-66.4% | $2,342-45.7% |
| Participant deferral / active EE | $3,704 | $3,297+12.3% | $4,482-17.4% | $3,332+11.2% |
| Admin fee / account holder | $6,463 | $5,065+27.6% | $8,020-19.4% | $4,645+39.1% |