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 | $40,569 | $106,890-62.0% | $84,015-51.7% | $152,861-73.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.4%-25.3pp |
| Annual return | 19.79% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,407 | $2,734-12.0% | $1,983+21.4% | $4,762-49.4% |
| Participant deferral / active EE | $3,086 | $4,011-23.1% | $3,239-4.7% | $5,850-47.3% |
| Admin fee / account holder | $13,973 | $8,285+68.6% | $6,101+129.0% | $11,596+20.5% |