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 | $46,869 | $100,773-53.5% | $88,946-47.3% | $142,382-67.1% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.8%-13.8pp | 80.1%-25.1pp |
| Annual return | 13.45% | 70.18%-56.7pp | 57.82%-44.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,040 | $2,918-64.4% | $2,555-59.3% | $4,299-75.8% |
| Participant deferral / active EE | $6,617 | $5,230+26.5% | $4,581+44.4% | $6,507+1.7% |
| Admin fee / account holder | $17,138 | $9,693+76.8% | $8,261+107.5% | $12,624+35.8% |