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 | $48,764 | $85,202-42.8% | $172,739-71.8% | $72,985-33.2% |
| Participation rate | 68.6% | 70.1%-1.4pp | 82.6%-14.0pp | 69.5%-0.9pp |
| Annual return | 27.18% | 27.32%-0.1pp | 802.84%-775.7pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,603 | $3,324-51.8% | $5,143-68.8% | $2,440-34.3% |
| Participant deferral / active EE | $2,859 | $3,260-12.3% | $5,198-45.0% | $3,607-20.8% |
| Admin fee / account holder | $1,306 | $5,884-77.8% | $13,954-90.6% | $5,124-74.5% |