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 | $61,165 | $102,604-40.4% | $86,188-29.0% | $139,434-56.1% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 17.01% | 1922.51%-1905.5pp | 1168.45%-1151.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $958 | $3,032-68.4% | $2,380-59.7% | $4,751-79.8% |
| Participant deferral / active EE | $3,122 | $4,676-33.2% | $3,985-21.7% | $6,710-53.5% |
| Admin fee / account holder | $747 | $8,657-91.4% | $6,852-89.1% | $11,403-93.5% |