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 | $53,410 | $201,272-73.5% | $184,203-71.0% | $145,922-63.4% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 12.64% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,354 | $7,022-66.5% | $6,427-63.4% | $4,660-49.5% |
| Participant deferral / active EE | $5,727 | $9,806-41.6% | $9,131-37.3% | $6,688-14.4% |
| Admin fee / account holder | $371 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |