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 | $40,612 | $106,515-61.9% | $96,683-58.0% | $139,434-70.9% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 14.25% | 38.43%-24.2pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,184 | $4,103-46.8% | $3,737-41.5% | $4,751-54.0% |
| Participant deferral / active EE | $4,886 | $5,454-10.4% | $4,878+0.2% | $6,710-27.2% |
| Admin fee / account holder | $5,395 | $7,877-31.5% | $6,730-19.8% | $11,403-52.7% |