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 | $57,515 | $99,652-42.3% | $78,778-27.0% | $147,584-61.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 14.40% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $494 | $2,796-82.3% | $1,986-75.1% | $4,876-89.9% |
| Participant deferral / active EE | $1,853 | $3,664-49.4% | $2,958-37.4% | $5,439-65.9% |
| Admin fee / account holder | $4,468 | $7,155-37.6% | $5,134-13.0% | $10,885-59.0% |