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 | $34,780 | $113,339-69.3% | $94,993-63.4% | $147,584-76.4% |
| Participation rate | 65.2% | 78.0%-12.8pp | 73.9%-8.7pp | 82.8%-17.6pp |
| Annual return | 10.49% | 20.77%-10.3pp | 27.12%-16.6pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,739 | $3,160-45.0% | $2,603-33.2% | $4,876-64.3% |
| Participant deferral / active EE | $562 | $3,777-85.1% | $3,317-83.1% | $5,439-89.7% |
| Admin fee / account holder | $29,409 | $6,063+385.1% | $4,960+492.9% | $10,885+170.2% |