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 | $48,918 | $107,334-54.4% | $92,893-47.3% | $152,861-68.0% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.4%-41.5pp |
| Annual return | 24.08% | 145.58%-121.5pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $850 | $4,221-79.9% | $3,653-76.7% | $4,762-82.1% |
| Participant deferral / active EE | $1,953 | $4,845-59.7% | $4,236-53.9% | $5,850-66.6% |
| Admin fee / account holder | $3,760 | $7,079-46.9% | $5,794-35.1% | $11,596-67.6% |