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 | $68,295 | $99,921-31.7% | $85,009-19.7% | $145,959-53.2% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 11.34% | 83.89%-72.5pp | 66.47%-55.1pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,065 | $3,233-36.1% | $2,728-24.3% | $4,661-55.7% |
| Participant deferral / active EE | $4,458 | $5,293-15.8% | $4,522-1.4% | $6,689-33.4% |
| Admin fee / account holder | $7,865 | $7,252+8.5% | $6,153+27.8% | $13,398-41.3% |