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 | $65,547 | $125,758-47.9% | $169,993-61.4% | $75,163-12.8% |
| Participation rate | 63.2% | 83.6%-20.4pp | 87.0%-23.8pp | 67.2%-4.0pp |
| Annual return | 15.25% | 27.20%-11.9pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,301 | $4,615-50.1% | $6,785-66.1% | $2,670-13.8% |
| Participant deferral / active EE | $3,433 | $6,837-49.8% | $10,408-67.0% | $4,125-16.8% |
| Admin fee / account holder | $6,199 | $8,173-24.2% | $12,815-51.6% | $5,651+9.7% |