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 | $21,106 | $158,398-86.7% | $126,539-83.3% | $142,382-85.2% |
| Participation rate | 58.3% | 75.8%-17.5pp | 69.8%-11.5pp | 80.1%-21.8pp |
| Annual return | 17.63% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,381 | $4,650-70.3% | $3,674-62.4% | $4,299-67.9% |
| Participant deferral / active EE | $2,236 | $4,767-53.1% | $4,083-45.2% | $6,507-65.6% |
| Admin fee / account holder | $9,294 | $6,918+34.3% | $6,065+53.2% | $12,624-26.4% |