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 | $47,422 | $100,901-53.0% | $75,670-37.3% | $147,584-67.9% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.3%-5.7pp | 82.8%-16.2pp |
| Annual return | 17.06% | 35.78%-18.7pp | 27.34%-10.3pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,577 | $3,253-20.8% | $2,352+9.6% | $4,876-47.1% |
| Participant deferral / active EE | $3,893 | $4,027-3.3% | $3,142+23.9% | $5,439-28.4% |
| Admin fee / account holder | $2,684 | $11,285-76.2% | $5,800-53.7% | $10,885-75.3% |