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 | $31,673 | $110,257-71.3% | $96,544-67.2% | $139,434-77.3% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | 33.48% | 26.32%+7.2pp | 25.84%+7.6pp | 372.94%-339.5pp |
| Employer contribution / active EE | $2,661 | $3,620-26.5% | $2,965-10.2% | $4,751-44.0% |
| Participant deferral / active EE | $1,848 | $5,548-66.7% | $4,851-61.9% | $6,710-72.5% |
| Admin fee / account holder | $2,816 | $11,591-75.7% | $8,252-65.9% | $11,403-75.3% |