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 | $44,956 | $154,117-70.8% | $129,995-65.4% | $139,434-67.8% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 19.68% | 32.48%-12.8pp | -137.18%+156.9pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,645 | $5,289-68.9% | $4,320-61.9% | $4,751-65.4% |
| Participant deferral / active EE | $2,240 | $6,710-66.6% | $5,820-61.5% | $6,710-66.6% |
| Admin fee / account holder | $2,436 | $14,007-82.6% | $10,614-77.0% | $11,403-78.6% |