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 | $54,469 | $96,484-43.5% | $75,886-28.2% | $152,861-64.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.4%-42.4pp |
| Annual return | 25.72% | 33.98%-8.3pp | 30.76%-5.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $982 | $3,309-70.3% | $2,500-60.7% | $4,762-79.4% |
| Participant deferral / active EE | $3,165 | $4,553-30.5% | $3,603-12.1% | $5,850-45.9% |
| Admin fee / account holder | $634 | $8,078-92.2% | $5,418-88.3% | $11,596-94.5% |