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 | $54,706 | $99,652-45.1% | $78,778-30.6% | $147,584-62.9% |
| Participation rate | 53.3% | 76.2%-22.9pp | 69.2%-15.9pp | 82.8%-29.5pp |
| Annual return | 7.97% | 47.28%-39.3pp | 35.62%-27.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $817 | $2,796-70.8% | $1,986-58.9% | $4,876-83.3% |
| Participant deferral / active EE | $2,198 | $3,664-40.0% | $2,958-25.7% | $5,439-59.6% |
| Admin fee / account holder | $603 | $7,155-91.6% | $5,134-88.3% | $10,885-94.5% |