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 | $25,190 | $118,680-78.8% | $98,907-74.5% | $158,922-84.1% |
| Participation rate | 47.8% | 77.8%-30.0pp | 76.0%-28.2pp | 82.0%-34.1pp |
| Annual return | 13.71% | 372.35%-358.6pp | 196.43%-182.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,061 | $3,333-68.2% | $2,689-60.5% | $4,761-77.7% |
| Participant deferral / active EE | $2,573 | $5,088-49.4% | $4,244-39.4% | $5,982-57.0% |
| Admin fee / account holder | $783 | $10,131-92.3% | $6,642-88.2% | $11,246-93.0% |