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 | $39,718 | $48,795-18.6% | $65,493-39.4% | $84,808-53.2% |
| Participation rate | 65.7% | 67.0%-1.3pp | 73.1%-7.4pp | 68.3%-2.6pp |
| Annual return | 12.91% | 20.20%-7.3pp | 982.45%-969.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $972 | $1,930-49.6% | $2,574-62.2% | $2,631-63.0% |
| Participant deferral / active EE | $3,358 | $2,928+14.7% | $3,961-15.2% | $4,212-20.3% |
| Admin fee / account holder | $5,674 | $3,877+46.3% | $5,028+12.8% | $7,344-22.7% |