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 | $47,176 | $110,502-57.3% | $80,716-41.6% | $167,490-71.8% |
| Participation rate | 69.2% | 64.0%+5.3pp | 54.2%+15.1pp | 82.1%-12.9pp |
| Annual return | 9.97% | 120.54%-110.6pp | 87.28%-77.3pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,464 | $1,543+59.8% | $1,160+112.4% | $4,837-49.1% |
| Participant deferral / active EE | $5,770 | $2,871+101.0% | $2,146+168.9% | $6,341-9.0% |
| Admin fee / account holder | $7,998 | $4,545+76.0% | $3,380+136.6% | $12,309-35.0% |