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 | $41,109 | $152,460-73.0% | $118,746-65.4% | $147,584-72.1% |
| Participation rate | 53.8% | 82.3%-28.4pp | 78.3%-24.4pp | 82.8%-29.0pp |
| Annual return | 9.36% | 17.41%-8.0pp | 24.54%-15.2pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,175 | $5,046-76.7% | $4,193-72.0% | $4,876-75.9% |
| Participant deferral / active EE | $2,493 | $6,212-59.9% | $5,332-53.3% | $5,439-54.2% |
| Admin fee / account holder | $9,334 | $16,953-44.9% | $10,720-12.9% | $10,885-14.2% |