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 | $46,280 | $232,540-80.1% | $185,117-75.0% | $147,584-68.6% |
| Participation rate | 45.8% | 82.4%-36.5pp | 77.3%-31.4pp | 82.8%-37.0pp |
| Annual return | 24.63% | 43.03%-18.4pp | 40.50%-15.9pp | 578.55%-553.9pp |
| Employer contribution / active EE | $536 | $5,195-89.7% | $4,182-87.2% | $4,876-89.0% |
| Participant deferral / active EE | $2,352 | $5,834-59.7% | $5,045-53.4% | $5,439-56.8% |
| Admin fee / account holder | $3,891 | $10,275-62.1% | $8,159-52.3% | $10,885-64.3% |