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 | $91,355 | $152,587-40.1% | $125,175-27.0% | $152,861-40.2% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 16.30% | 54.84%-38.5pp | 43.79%-27.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,568 | $4,946-68.3% | $3,865-59.4% | $4,762-67.1% |
| Participant deferral / active EE | $3,473 | $5,868-40.8% | $4,937-29.7% | $5,850-40.6% |
| Admin fee / account holder | $96,173 | $13,434+615.9% | $9,702+891.3% | $11,596+729.3% |