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 | $42,026 | $80,968-48.1% | $96,544-56.5% | $75,163-44.1% |
| Participation rate | 56.4% | 71.8%-15.4pp | 76.0%-19.6pp | 67.2%-10.8pp |
| Annual return | 15.77% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,216 | $2,282-46.7% | $2,965-59.0% | $2,670-54.4% |
| Participant deferral / active EE | $2,036 | $3,928-48.2% | $4,851-58.0% | $4,125-50.7% |
| Admin fee / account holder | $2,360 | $6,724-64.9% | $8,252-71.4% | $5,651-58.2% |