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 | $68,624 | $78,422-12.5% | $95,952-28.5% | $79,858-14.1% |
| Participation rate | 54.8% | 73.5%-18.6pp | 77.1%-22.2pp | 69.6%-14.8pp |
| Annual return | 14.05% | 19.37%-5.3pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,106 | $1,945-43.1% | $2,541-56.5% | $2,471-55.2% |
| Participant deferral / active EE | $2,288 | $3,440-33.5% | $4,167-45.1% | $3,740-38.8% |
| Admin fee / account holder | $4,506 | $5,622-19.9% | $6,795-33.7% | $5,306-15.1% |