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 | $29,119 | $96,484-69.8% | $75,886-61.6% | $152,861-81.0% |
| Participation rate | 40.9% | 76.2%-35.3pp | 69.3%-28.4pp | 82.4%-41.5pp |
| Annual return | 25.35% | 33.98%-8.6pp | 30.76%-5.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,350 | $3,309-59.2% | $2,500-46.0% | $4,762-71.6% |
| Participant deferral / active EE | $2,302 | $4,553-49.4% | $3,603-36.1% | $5,850-60.6% |
| Admin fee / account holder | $777 | $8,078-90.4% | $5,418-85.7% | $11,596-93.3% |