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 | $45,921 | $50,666-9.4% | $76,817-40.2% | $65,185-29.6% |
| Participation rate | 62.9% | 68.8%-6.0pp | 72.1%-9.2pp | 70.2%-7.3pp |
| Annual return | 17.49% | 28.51%-11.0pp | 1166.11%-1148.6pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,537 | $1,575-2.4% | $2,302-33.3% | $2,177-29.4% |
| Participant deferral / active EE | $2,408 | $2,647-9.0% | $3,336-27.8% | $3,514-31.5% |
| Admin fee / account holder | $7,972 | $463+1622.0% | $6,420+24.2% | $847+841.1% |