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 | $40,418 | $99,020-59.2% | $86,590-53.3% | $147,584-72.6% |
| Participation rate | 64.7% | 76.3%-11.6pp | 73.5%-8.8pp | 82.8%-18.1pp |
| Annual return | 12.63% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,469 | $3,132-53.1% | $2,839-48.3% | $4,876-69.9% |
| Participant deferral / active EE | $3,134 | $3,972-21.1% | $3,609-13.2% | $5,439-42.4% |
| Admin fee / account holder | $12,331 | $5,710+115.9% | $4,906+151.4% | $10,885+13.3% |