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 | $59,433 | $99,652-40.4% | $78,778-24.6% | $147,584-59.7% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 21.53% | 47.28%-25.8pp | 35.62%-14.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $574 | $2,796-79.5% | $1,986-71.1% | $4,876-88.2% |
| Participant deferral / active EE | $2,267 | $3,664-38.1% | $2,958-23.4% | $5,439-58.3% |
| Admin fee / account holder | $1,426 | $7,155-80.1% | $5,134-72.2% | $10,885-86.9% |