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 | $14,216 | $91,190-84.4% | $178,490-92.0% | $79,858-82.2% |
| Participation rate | 59.0% | 69.2%-10.2pp | 81.9%-22.9pp | 69.6%-10.6pp |
| Annual return | 30.26% | 24.19%+6.1pp | 151.07%-120.8pp | 31.71%-1.5pp |
| Employer contribution / active EE | $1,226 | $3,256-62.3% | $5,011-75.5% | $2,471-50.4% |
| Participant deferral / active EE | $2,340 | $3,236-27.7% | $5,202-55.0% | $3,740-37.4% |
| Admin fee / account holder | $414 | $6,751-93.9% | $13,984-97.0% | $5,306-92.2% |