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 | $41,573 | $62,672-33.7% | $185,117-77.5% | $70,131-40.7% |
| Participation rate | 60.0% | 63.8%-3.8pp | 77.3%-17.3pp | 69.5%-9.5pp |
| Annual return | 15.88% | 40.79%-24.9pp | 40.50%-24.6pp | 73.14%-57.3pp |
| Employer contribution / active EE | $725 | $1,753-58.6% | $4,182-82.7% | $2,342-69.0% |
| Participant deferral / active EE | $5,439 | $3,272+66.3% | $5,045+7.8% | $3,332+63.3% |
| Admin fee / account holder | $13,909 | $3,932+253.8% | $8,159+70.5% | $4,645+199.4% |