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 | $25,409 | $98,750-74.3% | $149,696-83.0% | $79,858-68.2% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.5%-24.9pp | 69.6%-12.1pp |
| Annual return | 21.73% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,738 | $3,216-14.9% | $4,644-41.0% | $2,471+10.8% |
| Participant deferral / active EE | $4,747 | $5,680-16.4% | $6,842-30.6% | $3,740+26.9% |
| Admin fee / account holder | $3,033 | $6,053-49.9% | $9,309-67.4% | $5,306-42.8% |