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 | $48,112 | $47,479+1.3% | $62,929-23.5% | $82,448-41.6% |
| Participation rate | 60.0% | 66.9%-6.9pp | 73.1%-13.1pp | 68.1%-8.1pp |
| Annual return | 14.61% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,196 | $1,885-36.6% | $2,505-52.3% | $2,551-53.1% |
| Participant deferral / active EE | $1,942 | $2,870-32.3% | $3,888-50.0% | $4,139-53.1% |
| Admin fee / account holder | $6,137 | $3,804+61.3% | $5,065+21.2% | $7,234-15.2% |