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 | $44,294 | $53,516-17.2% | $126,539-65.0% | $84,808-47.8% |
| Participation rate | 55.7% | 58.2%-2.6pp | 69.8%-14.1pp | 68.3%-12.6pp |
| Annual return | 40.15% | 58.34%-18.2pp | 425.95%-385.8pp | 40.90%-0.7pp |
| Employer contribution / active EE | $753 | $1,535-50.9% | $3,674-79.5% | $2,631-71.4% |
| Participant deferral / active EE | $1,872 | $2,671-29.9% | $4,083-54.1% | $4,212-55.5% |
| Admin fee / account holder | $2,005 | $4,497-55.4% | $6,065-66.9% | $7,344-72.7% |