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 | $41,980 | $80,731-48.0% | $103,374-59.4% | $74,546-43.7% |
| Participation rate | 65.4% | 65.7%-0.3pp | 74.5%-9.2pp | 67.2%-1.9pp |
| Annual return | 12.67% | 27.56%-14.9pp | 24.89%-12.2pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,723 | $3,158-13.8% | $3,869-29.6% | $2,624+3.8% |
| Participant deferral / active EE | $4,168 | $3,860+8.0% | $5,058-17.6% | $4,347-4.1% |
| Admin fee / account holder | $2,110 | $2,369-10.9% | $8,394-74.9% | $1,944+8.5% |