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 | $61,978 | $68,346-9.3% | $94,646-34.5% | $75,163-17.5% |
| Participation rate | 60.3% | 76.1%-15.8pp | 80.8%-20.5pp | 67.2%-6.9pp |
| Annual return | 18.82% | 616.93%-598.1pp | 156.71%-137.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,007 | $2,701-25.7% | $3,672-45.3% | $2,670-24.8% |
| Participant deferral / active EE | $4,869 | $6,537-25.5% | $7,418-34.4% | $4,125+18.0% |
| Admin fee / account holder | $11,802 | $5,326+121.6% | $7,231+63.2% | $5,651+108.9% |