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 | $58,122 | $98,240-40.8% | $82,313-29.4% | $147,584-60.6% |
| Participation rate | 54.5% | 79.7%-25.2pp | 76.9%-22.3pp | 82.8%-28.3pp |
| Annual return | 9.98% | 30.85%-20.9pp | 25.88%-15.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,041 | $3,192-67.4% | $2,428-57.1% | $4,876-78.6% |
| Participant deferral / active EE | $1,786 | $4,383-59.2% | $3,706-51.8% | $5,439-67.2% |
| Admin fee / account holder | $7,647 | $8,563-10.7% | $5,608+36.4% | $10,885-29.7% |