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 | $44,465 | $118,450-62.5% | $98,439-54.8% | $139,434-68.1% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 16.41% | 18.94%-2.5pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,321 | $3,609-63.4% | $3,048-56.7% | $4,751-72.2% |
| Participant deferral / active EE | $1,595 | $5,392-70.4% | $4,738-66.3% | $6,710-76.2% |
| Admin fee / account holder | $708 | $14,026-95.0% | $8,948-92.1% | $11,403-93.8% |