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 | $37,170 | $52,279-28.9% | $89,391-58.4% | $79,858-53.5% |
| Participation rate | 52.4% | 57.5%-5.2pp | 68.0%-15.6pp | 69.6%-17.3pp |
| Annual return | 33.25% | 22.16%+11.1pp | 245.62%-212.4pp | 31.71%+1.5pp |
| Employer contribution / active EE | $1,686 | $1,572+7.3% | $2,586-34.8% | $2,471-31.8% |
| Participant deferral / active EE | $2,893 | $2,740+5.6% | $3,890-25.6% | $3,740-22.7% |
| Admin fee / account holder | $972 | $3,356-71.0% | $4,881-80.1% | $5,306-81.7% |