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 7-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 | $48,933 | $115,770-57.7% | $101,248-51.7% | $158,922-69.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 16.82% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,014 | $4,175-75.7% | $3,660-72.3% | $4,761-78.7% |
| Participant deferral / active EE | $2,910 | $4,957-41.3% | $4,370-33.4% | $5,982-51.3% |
| Admin fee / account holder | $1,278 | $7,245-82.4% | $5,945-78.5% | $11,246-88.6% |