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 | $48,918 | $131,829-62.9% | $108,579-54.9% | $273,961-82.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 10.33% | -91.57%+101.9pp | -51.70%+62.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,649 | $4,912-66.4% | $3,758-56.1% | $4,869-66.1% |
| Participant deferral / active EE | $7,852 | $5,127+53.1% | $4,311+82.1% | $5,287+48.5% |
| Admin fee / account holder | $3,394 | $10,252-66.9% | $7,645-55.6% | $10,132-66.5% |