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 | $52,586 | $99,652-47.2% | $78,778-33.2% | $147,584-64.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 14.37% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $886 | $2,796-68.3% | $1,986-55.4% | $4,876-81.8% |
| Participant deferral / active EE | $1,564 | $3,664-57.3% | $2,958-47.1% | $5,439-71.3% |
| Admin fee / account holder | $584 | $7,155-91.8% | $5,134-88.6% | $10,885-94.6% |