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 | $31,677 | $99,652-68.2% | $78,778-59.8% | $147,584-78.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 13.49% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $655 | $2,796-76.6% | $1,986-67.0% | $4,876-86.6% |
| Participant deferral / active EE | $2,963 | $3,664-19.1% | $2,958+0.2% | $5,439-45.5% |
| Admin fee / account holder | $977 | $7,155-86.3% | $5,134-81.0% | $10,885-91.0% |