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 | $46,401 | $111,754-58.5% | $103,333-55.1% | $145,922-68.2% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 12.99% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,493 | $4,212-40.8% | $3,868-35.5% | $4,660-46.5% |
| Participant deferral / active EE | $6,250 | $5,619+11.2% | $5,057+23.6% | $6,688-6.5% |
| Admin fee / account holder | $21,549 | $9,750+121.0% | $8,355+157.9% | $13,397+60.9% |