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 | $44,937 | $58,208-22.8% | $81,812-45.1% | $80,856-44.4% |
| Participation rate | 63.2% | 63.4%-0.3pp | 72.3%-9.2pp | 67.6%-4.5pp |
| Annual return | 37.50% | 41.66%-4.2pp | 773.79%-736.3pp | 35.59%+1.9pp |
| Employer contribution / active EE | $1,219 | $2,340-47.9% | $2,912-58.2% | $2,755-55.8% |
| Participant deferral / active EE | $2,510 | $3,281-23.5% | $4,319-41.9% | $4,296-41.6% |
| Admin fee / account holder | $3,890 | $4,981-21.9% | $7,386-47.3% | $6,918-43.8% |