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 | $52,942 | $109,817-51.8% | $98,442-46.2% | $167,490-68.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 16.53% | 1956.69%-1940.2pp | 1492.73%-1476.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,620 | $3,224-49.8% | $2,960-45.3% | $4,837-66.5% |
| Participant deferral / active EE | $3,800 | $4,673-18.7% | $4,276-11.1% | $6,341-40.1% |
| Admin fee / account holder | $3,219 | $6,753-52.3% | $5,949-45.9% | $12,309-73.8% |