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 | $69,802 | $111,814-37.6% | $93,654-25.5% | $145,959-52.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.70% | 203.30%-190.6pp | 133.34%-120.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,146 | $3,092-62.9% | $2,421-52.7% | $4,661-75.4% |
| Participant deferral / active EE | $8,475 | $4,914+72.4% | $4,413+92.1% | $6,689+26.7% |
| Admin fee / account holder | $515 | $10,246-95.0% | $8,282-93.8% | $13,398-96.2% |