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 | $45,749 | $102,966-55.6% | $90,281-49.3% | $152,861-70.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 28.19% | 95.16%-67.0pp | 78.10%-49.9pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,394 | $3,139-55.6% | $2,854-51.2% | $4,762-70.7% |
| Participant deferral / active EE | $3,061 | $4,281-28.5% | $3,885-21.2% | $5,850-47.7% |
| Admin fee / account holder | $3,040 | $6,171-50.7% | $5,351-43.2% | $11,596-73.8% |