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 | $66,861 | $98,750-32.3% | $149,696-55.3% | $79,858-16.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 13.16% | 27.43%-14.3pp | 276.60%-263.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,254 | $3,216-29.9% | $4,644-51.5% | $2,471-8.8% |
| Participant deferral / active EE | $4,845 | $5,680-14.7% | $6,842-29.2% | $3,740+29.5% |
| Admin fee / account holder | $3,143 | $6,053-48.1% | $9,309-66.2% | $5,306-40.8% |