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 | $30,369 | $105,998-71.3% | $92,233-67.1% | $147,584-79.4% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 13.98% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,990 | $4,333-31.0% | $3,679-18.7% | $4,876-38.7% |
| Participant deferral / active EE | $10,568 | $4,478+136.0% | $3,897+171.2% | $5,439+94.3% |
| Admin fee / account holder | $7,504 | $6,332+18.5% | $5,194+44.5% | $10,885-31.1% |