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 | $52,488 | $85,766-38.8% | $136,294-61.5% | $70,131-25.2% |
| Participation rate | 60.9% | 74.2%-13.3pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 32.73% | 31.45%+1.3pp | 5155.94%-5123.2pp | 73.14%-40.4pp |
| Employer contribution / active EE | $2,066 | $2,966-30.4% | $4,695-56.0% | $2,342-11.8% |
| Participant deferral / active EE | $4,488 | $5,051-11.2% | $6,247-28.2% | $3,332+34.7% |
| Admin fee / account holder | $2,474 | $5,420-54.4% | $9,243-73.2% | $4,645-46.7% |