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 | $44,920 | $93,571-52.0% | $135,903-66.9% | $75,163-40.2% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 67.2%-15.2pp |
| Annual return | 21.62% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,583 | $3,537-55.2% | $4,856-67.4% | $2,670-40.7% |
| Participant deferral / active EE | $5,358 | $6,404-16.3% | $7,758-30.9% | $4,125+29.9% |
| Admin fee / account holder | $2,021 | $6,975-71.0% | $10,762-81.2% | $5,651-64.2% |