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 | $112,724 | $69,207+62.9% | $64,056+76.0% | $139,434-19.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 20.83% | 45.88%-25.1pp | 33.69%-12.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $845 | $3,182-73.4% | $2,747-69.2% | $4,751-82.2% |
| Participant deferral / active EE | $2,900 | $4,682-38.0% | $3,880-25.3% | $6,710-56.8% |
| Admin fee / account holder | $6,030 | $4,244+42.1% | $3,068+96.5% | $11,403-47.1% |