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 | $56,801 | $165,912-65.8% | $122,332-53.6% | $147,584-61.5% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 15.67% | 34.55%-18.9pp | 30.27%-14.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,380 | $5,754-76.0% | $4,050-65.9% | $4,876-71.7% |
| Participant deferral / active EE | $3,027 | $4,005-24.4% | $3,287-7.9% | $5,439-44.3% |
| Admin fee / account holder | $1,980 | $7,424-73.3% | $5,478-63.9% | $10,885-81.8% |