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 | $47,449 | $101,069-53.1% | $81,478-41.8% | $147,584-67.8% |
| Participation rate | 52.6% | 74.5%-21.8pp | 68.0%-15.3pp | 82.8%-30.2pp |
| Annual return | 11.73% | 32.40%-20.7pp | 38.78%-27.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $520 | $3,205-83.8% | $2,568-79.7% | $4,876-89.3% |
| Participant deferral / active EE | $4,853 | $4,242+14.4% | $3,537+37.2% | $5,439-10.8% |
| Admin fee / account holder | $29,030 | $5,812+399.5% | $4,561+536.5% | $10,885+166.7% |