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 | $13,178 | $90,503-85.4% | $78,689-83.3% | $273,961-95.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 27.31% | 75.60%-48.3pp | 62.18%-34.9pp | 41.45%-14.1pp |
| Employer contribution / active EE | $725 | $3,176-77.2% | $2,851-74.6% | $4,869-85.1% |
| Participant deferral / active EE | $7,092 | $3,901+81.8% | $3,517+101.7% | $5,287+34.1% |
| Admin fee / account holder | $815 | $5,263-84.5% | $4,510-81.9% | $10,132-92.0% |