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 | $40,956 | $115,770-64.6% | $101,248-59.5% | $158,922-74.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.08% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,806 | $4,175-56.7% | $3,660-50.7% | $4,761-62.1% |
| Participant deferral / active EE | $9,461 | $4,957+90.8% | $4,370+116.5% | $5,982+58.1% |
| Admin fee / account holder | $55,528 | $7,245+666.4% | $5,945+833.9% | $11,246+393.8% |