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 | $54,557 | $48,230+13.1% | $67,502-19.2% | $80,856-32.5% |
| Participation rate | 41.8% | 66.4%-24.6pp | 72.9%-31.1pp | 67.6%-25.8pp |
| Annual return | 16.48% | 18.28%-1.8pp | 3512.12%-3495.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $732 | $2,020-63.7% | $2,731-73.2% | $2,755-73.4% |
| Participant deferral / active EE | $1,569 | $2,924-46.3% | $4,000-60.8% | $4,296-63.5% |
| Admin fee / account holder | $3,663 | $3,681-0.5% | $3,998-8.4% | $6,918-47.0% |