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 | $62,347 | $99,652-37.4% | $78,778-20.9% | $147,584-57.8% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 9.71% | 47.28%-37.6pp | 35.62%-25.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,382 | $2,796-14.8% | $1,986+19.9% | $4,876-51.2% |
| Participant deferral / active EE | $6,118 | $3,664+67.0% | $2,958+106.8% | $5,439+12.5% |
| Admin fee / account holder | $17,244 | $7,155+141.0% | $5,134+235.9% | $10,885+58.4% |