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 | $56,965 | $70,428-19.1% | $96,562-41.0% | $85,850-33.6% |
| Participation rate | 65.4% | 61.8%+3.6pp | 69.8%-4.4pp | 69.3%-3.9pp |
| Annual return | 15.38% | 18.59%-3.2pp | 37.78%-22.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $844 | $1,413-40.2% | $2,356-64.2% | $2,565-67.1% |
| Participant deferral / active EE | $1,722 | $2,894-40.5% | $3,849-55.3% | $3,952-56.4% |
| Admin fee / account holder | $4,240 | $4,997-15.1% | $6,181-31.4% | $6,260-32.3% |