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 | $36,468 | $105,859-65.6% | $90,160-59.6% | $147,584-75.3% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 11.66% | 37.63%-26.0pp | 34.88%-23.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $798 | $4,126-80.7% | $3,318-75.9% | $4,876-83.6% |
| Participant deferral / active EE | $1,769 | $5,733-69.1% | $5,288-66.5% | $5,439-67.5% |
| Admin fee / account holder | $92,392 | $8,046+1048.3% | $5,943+1454.6% | $10,885+748.8% |