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 | $49,589 | $85,766-42.2% | $136,294-63.6% | $70,131-29.3% |
| Participation rate | 69.7% | 74.2%-4.5pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 16.51% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,836 | $5,051-24.1% | $6,247-38.6% | $3,332+15.1% |
| Admin fee / account holder | $836 | $5,420-84.6% | $9,243-91.0% | $4,645-82.0% |