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 | $28,967 | $99,877-71.0% | $84,966-65.9% | $145,922-80.1% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 11.58% | 83.76%-72.2pp | 66.38%-54.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,038 | $3,231-36.9% | $2,727-25.3% | $4,660-56.3% |
| Participant deferral / active EE | $5,520 | $5,291+4.3% | $4,519+22.2% | $6,688-17.5% |
| Admin fee / account holder | $4,824 | $7,248-33.4% | $6,149-21.5% | $13,397-64.0% |