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 | $44,998 | $111,724-59.7% | $93,606-51.9% | $145,922-69.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.01% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $756 | $3,090-75.5% | $2,420-68.7% | $4,660-83.8% |
| Participant deferral / active EE | $2,269 | $4,912-53.8% | $4,411-48.6% | $6,688-66.1% |
| Admin fee / account holder | $768 | $10,250-92.5% | $8,285-90.7% | $13,397-94.3% |