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 3-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 | $13,826 | $111,535-87.6% | $105,223-86.9% | $137,256-89.9% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 80.0%-25.0pp |
| Annual return | 21.33% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,052 | $3,939-73.3% | $3,689-71.5% | $4,156-74.7% |
| Participant deferral / active EE | $2,359 | $5,500-57.1% | $5,072-53.5% | $6,407-63.2% |
| Admin fee / account holder | $1,227 | $9,721-87.4% | $8,859-86.2% | $12,270-90.0% |