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 | $26,407 | $89,355-70.4% | $141,162-81.3% | $72,985-63.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 44.65% | 111.85%-67.2pp | 71.39%-26.7pp | 81.00%-36.4pp |
| Employer contribution / active EE | $1,332 | $3,114-57.2% | $4,735-71.9% | $2,440-45.4% |
| Participant deferral / active EE | $5,785 | $5,418+6.8% | $6,709-13.8% | $3,607+60.4% |
| Admin fee / account holder | $3,462 | $5,958-41.9% | $10,261-66.3% | $5,124-32.4% |