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 | $35,377 | $113,339-68.8% | $94,993-62.8% | $147,584-76.0% |
| Participation rate | 68.2% | 78.0%-9.8pp | 73.9%-5.7pp | 82.8%-14.6pp |
| Annual return | 17.11% | 20.77%-3.7pp | 27.12%-10.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,684 | $3,160-46.7% | $2,603-35.3% | $4,876-65.5% |
| Participant deferral / active EE | $2,820 | $3,777-25.3% | $3,317-15.0% | $5,439-48.1% |
| Admin fee / account holder | $973 | $6,063-84.0% | $4,960-80.4% | $10,885-91.1% |