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 | $31,197 | $91,190-65.8% | $178,490-82.5% | $79,858-60.9% |
| Participation rate | 35.3% | 69.2%-33.9pp | 81.9%-46.6pp | 69.6%-34.3pp |
| Annual return | 55.93% | 24.19%+31.7pp | 151.07%-95.1pp | 31.71%+24.2pp |
| Employer contribution / active EE | $624 | $3,256-80.8% | $5,011-87.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,684 | $3,236-48.0% | $5,202-67.6% | $3,740-55.0% |
| Admin fee / account holder | $3,154 | $6,751-53.3% | $13,984-77.4% | $5,306-40.6% |