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 | $49,325 | $106,890-53.9% | $84,015-41.3% | $152,861-67.7% |
| Participation rate | 65.0% | 75.2%-10.2pp | 69.0%-4.0pp | 82.4%-17.4pp |
| Annual return | 19.38% | 104.99%-85.6pp | 71.31%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,298 | $2,734-52.5% | $1,983-34.6% | $4,762-72.7% |
| Participant deferral / active EE | $4,043 | $4,011+0.8% | $3,239+24.8% | $5,850-30.9% |
| Admin fee / account holder | $3,639 | $8,285-56.1% | $6,101-40.3% | $11,596-68.6% |