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 | $25,758 | $149,734-82.8% | $118,925-78.3% | $158,922-83.8% |
| Participation rate | 21.4% | 82.1%-60.6pp | 75.4%-54.0pp | 82.0%-60.5pp |
| Annual return | 22.09% | 19.95%+2.1pp | 35.88%-13.8pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,062 | $4,115-74.2% | $3,263-67.5% | $4,761-77.7% |
| Participant deferral / active EE | $2,347 | $5,223-55.1% | $4,265-45.0% | $5,982-60.8% |
| Admin fee / account holder | $16,307 | $8,603+89.5% | $6,581+147.8% | $11,246+45.0% |