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 | $63,234 | $104,251-39.3% | $91,001-30.5% | $147,584-57.2% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.6%-14.1pp | 82.8%-21.3pp |
| Annual return | 10.89% | 27.06%-16.2pp | 4.60%+6.3pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,167 | $3,116-62.6% | $2,456-52.5% | $4,876-76.1% |
| Participant deferral / active EE | $2,373 | $4,195-43.4% | $3,547-33.1% | $5,439-56.4% |
| Admin fee / account holder | $996 | $8,948-88.9% | $5,417-81.6% | $10,885-90.9% |