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 | $61,664 | $106,749-42.2% | $145,433-57.6% | $82,448-25.2% |
| Participation rate | 55.4% | 75.6%-20.3pp | 82.1%-26.8pp | 68.1%-12.7pp |
| Annual return | 20.86% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,623 | $3,444-23.9% | $4,554-42.4% | $2,551+2.8% |
| Participant deferral / active EE | $5,663 | $6,519-13.1% | $7,897-28.3% | $4,139+36.8% |
| Admin fee / account holder | $2,294 | $8,390-72.7% | $13,129-82.5% | $7,234-68.3% |