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 | $44,481 | $99,079-55.1% | $77,999-43.0% | $273,961-83.8% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.5%-20.5pp | 83.0%-28.0pp |
| Annual return | 6.18% | 217.93%-211.8pp | 425.96%-419.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $933 | $3,308-71.8% | $2,470-62.2% | $4,869-80.8% |
| Participant deferral / active EE | $1,672 | $4,306-61.2% | $3,497-52.2% | $5,287-68.4% |
| Admin fee / account holder | $1,154 | $8,954-87.1% | $5,480-78.9% | $10,132-88.6% |