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 | $38,315 | $115,770-66.9% | $101,248-62.2% | $158,922-75.9% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.8%-14.7pp | 82.0%-20.8pp |
| Annual return | 8.91% | 56.14%-47.2pp | 46.47%-37.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,194 | $4,175-71.4% | $3,660-67.4% | $4,761-74.9% |
| Participant deferral / active EE | $1,375 | $4,957-72.3% | $4,370-68.5% | $5,982-77.0% |
| Admin fee / account holder | $6,124 | $7,245-15.5% | $5,945+3.0% | $11,246-45.5% |