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 | $37,065 | $107,015-65.4% | $73,545-49.6% | $147,584-74.9% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 14.97% | 38.25%-23.3pp | -15.16%+30.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $757 | $1,760-57.0% | $1,219-37.9% | $4,876-84.5% |
| Participant deferral / active EE | $930 | $2,462-62.2% | $1,806-48.5% | $5,439-82.9% |
| Admin fee / account holder | $704 | $3,055-77.0% | $2,320-69.6% | $10,885-93.5% |