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 | $49,178 | $162,781-69.8% | $133,956-63.3% | $158,922-69.1% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 18.50% | 41.94%-23.4pp | 45.09%-26.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,089 | $4,975-58.0% | $3,919-46.7% | $4,761-56.1% |
| Participant deferral / active EE | $5,177 | $5,911-12.4% | $5,048+2.6% | $5,982-13.5% |
| Admin fee / account holder | $3,383 | $11,736-71.2% | $8,927-62.1% | $11,246-69.9% |