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 | $35,946 | $232,540-84.5% | $185,117-80.6% | $147,584-75.6% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 9.92% | 43.03%-33.1pp | 40.50%-30.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,285 | $5,195-75.3% | $4,182-69.3% | $4,876-73.6% |
| Participant deferral / active EE | $1,938 | $5,834-66.8% | $5,045-61.6% | $5,439-64.4% |
| Admin fee / account holder | $1,356 | $10,275-86.8% | $8,159-83.4% | $10,885-87.5% |