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 | $52,660 | $44,960+17.1% | $84,966-38.0% | $74,495-29.3% |
| Participation rate | 50.5% | 49.4%+1.1pp | 67.5%-17.0pp | 67.2%-16.7pp |
| Annual return | 22.94% | 26.24%-3.3pp | 66.38%-43.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $1,139 | $1,457-21.9% | $2,727-58.2% | $2,623-56.6% |
| Participant deferral / active EE | $1,581 | $2,731-42.1% | $4,519-65.0% | $4,346-63.6% |
| Admin fee / account holder | $1,605 | $2,209-27.4% | $6,149-73.9% | $1,942-17.4% |