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 | $54,875 | $91,552-40.1% | $133,956-59.0% | $79,858-31.3% |
| Participation rate | 54.7% | 73.3%-18.6pp | 79.8%-25.1pp | 69.6%-14.9pp |
| Annual return | 14.90% | 61.85%-46.9pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,009 | $2,384-57.7% | $3,919-74.2% | $2,471-59.2% |
| Participant deferral / active EE | $1,777 | $3,733-52.4% | $5,048-64.8% | $3,740-52.5% |
| Admin fee / account holder | $312 | $6,321-95.1% | $8,927-96.5% | $5,306-94.1% |