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 | $82,631 | $152,587-45.8% | $125,175-34.0% | $152,861-45.9% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 14.39% | 54.84%-40.5pp | 43.79%-29.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,031 | $4,946-79.1% | $3,865-73.3% | $4,762-78.3% |
| Participant deferral / active EE | $2,534 | $5,868-56.8% | $4,937-48.7% | $5,850-56.7% |
| Admin fee / account holder | $33,160 | $13,434+146.8% | $9,702+241.8% | $11,596+186.0% |