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 | $58,996 | $78,672-25.0% | $109,143-45.9% | $85,850-31.3% |
| Participation rate | 46.4% | 68.3%-21.8pp | 75.9%-29.4pp | 69.3%-22.9pp |
| Annual return | 12.51% | 25.09%-12.6pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,039 | $2,735-25.5% | $3,722-45.2% | $2,565-20.5% |
| Participant deferral / active EE | $3,170 | $3,467-8.6% | $4,653-31.9% | $3,952-19.8% |
| Admin fee / account holder | $1,162 | $5,469-78.8% | $6,752-82.8% | $6,260-81.4% |