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 | $67,685 | $183,592-63.1% | $155,567-56.5% | $145,959-53.6% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 12.25% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,713 | $5,315-67.8% | $4,674-63.3% | $4,661-63.2% |
| Participant deferral / active EE | $4,121 | $6,464-36.3% | $5,628-26.8% | $6,689-38.4% |
| Admin fee / account holder | $341 | $19,318-98.2% | $15,916-97.9% | $13,398-97.5% |