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 | $63,090 | $111,814-43.6% | $103,374-39.0% | $145,959-56.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 17.48% | 24.77%-7.3pp | 24.89%-7.4pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,633 | $4,214-61.3% | $3,869-57.8% | $4,661-65.0% |
| Participant deferral / active EE | $3,512 | $5,618-37.5% | $5,058-30.6% | $6,689-47.5% |
| Admin fee / account holder | $3,255 | $9,754-66.6% | $8,394-61.2% | $13,398-75.7% |