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 | $60,788 | $86,944-30.1% | $107,525-43.5% | $74,304-18.2% |
| Participation rate | 50.8% | 59.6%-8.8pp | 75.1%-24.3pp | 60.3%-9.6pp |
| Annual return | 17.28% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,458 | $2,757-10.8% | $3,754-34.5% | $2,241+9.7% |
| Participant deferral / active EE | $4,966 | $3,554+39.7% | $5,116-2.9% | $3,767+31.8% |
| Admin fee / account holder | $6,296 | $3,727+68.9% | $8,919-29.4% | $2,969+112.1% |