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 | $53,382 | $110,257-51.6% | $96,544-44.7% | $139,434-61.7% |
| Participation rate | 52.9% | 78.1%-25.1pp | 76.0%-23.0pp | 80.3%-27.4pp |
| Annual return | 16.06% | 26.32%-10.3pp | 25.84%-9.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,934 | $3,620-46.6% | $2,965-34.8% | $4,751-59.3% |
| Participant deferral / active EE | $2,285 | $5,548-58.8% | $4,851-52.9% | $6,710-65.9% |
| Admin fee / account holder | $2,424 | $11,591-79.1% | $8,252-70.6% | $11,403-78.7% |