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 | $17,629 | $85,202-79.3% | $172,739-89.8% | $72,985-75.8% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.6%-17.3pp | 69.5%-4.1pp |
| Annual return | 29.70% | 27.32%+2.4pp | 802.84%-773.1pp | 81.00%-51.3pp |
| Employer contribution / active EE | $747 | $3,324-77.5% | $5,143-85.5% | $2,440-69.4% |
| Participant deferral / active EE | $1,409 | $3,260-56.8% | $5,198-72.9% | $3,607-60.9% |
| Admin fee / account holder | $439 | $5,884-92.5% | $13,954-96.9% | $5,124-91.4% |