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 | $36,116 | $135,952-73.4% | $123,892-70.8% | $273,961-86.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.69% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,071 | $5,170-79.3% | $4,617-76.8% | $4,869-78.0% |
| Participant deferral / active EE | $2,396 | $6,343-62.2% | $5,984-60.0% | $5,287-54.7% |
| Admin fee / account holder | $5,156 | $9,817-47.5% | $8,357-38.3% | $10,132-49.1% |