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 | $74,619 | $152,587-51.1% | $125,175-40.4% | $152,861-51.2% |
| Participation rate | 68.4% | 83.3%-14.9pp | 79.8%-11.4pp | 82.4%-14.0pp |
| Annual return | 13.25% | 54.84%-41.6pp | 43.79%-30.5pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,879 | $4,946-62.0% | $3,865-51.4% | $4,762-60.5% |
| Participant deferral / active EE | $3,197 | $5,868-45.5% | $4,937-35.2% | $5,850-45.4% |
| Admin fee / account holder | $548 | $13,434-95.9% | $9,702-94.3% | $11,596-95.3% |