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 | $38,843 | $89,355-56.5% | $141,162-72.5% | $72,985-46.8% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 23.67% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $700 | $3,114-77.5% | $4,735-85.2% | $2,440-71.3% |
| Participant deferral / active EE | $2,466 | $5,418-54.5% | $6,709-63.2% | $3,607-31.6% |
| Admin fee / account holder | $632 | $5,958-89.4% | $10,261-93.8% | $5,124-87.7% |