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 | $33,142 | $152,460-78.3% | $118,746-72.1% | $147,584-77.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 85.12% | 17.41%+67.7pp | 24.54%+60.6pp | 578.55%-493.4pp |
| Employer contribution / active EE | $2,668 | $5,046-47.1% | $4,193-36.4% | $4,876-45.3% |
| Participant deferral / active EE | $5,412 | $6,212-12.9% | $5,332+1.5% | $5,439-0.5% |
| Admin fee / account holder | $7,861 | $16,953-53.6% | $10,720-26.7% | $10,885-27.8% |