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 | $43,983 | $77,419-43.2% | $69,455-36.7% | $152,861-71.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 22.54% | 39.06%-16.5pp | 28.97%-6.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,523 | $3,315-54.1% | $2,779-45.2% | $4,762-68.0% |
| Participant deferral / active EE | $9,167 | $4,414+107.7% | $3,535+159.3% | $5,850+56.7% |
| Admin fee / account holder | $8,319 | $6,207+34.0% | $3,839+116.7% | $11,596-28.3% |