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 | $41,847 | $198,466-78.9% | $170,442-75.4% | $147,584-71.6% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 9.69% | 257.29%-247.6pp | 205.93%-196.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,383 | $6,184-77.6% | $5,433-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $2,176 | $5,629-61.3% | $4,939-55.9% | $5,439-60.0% |
| Admin fee / account holder | $651 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |