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 | $43,174 | $91,037-52.6% | $71,671-39.8% | $147,584-70.7% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 21.91% | 20.48%+1.4pp | 20.65%+1.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,544 | $3,327-53.6% | $2,460-37.2% | $4,876-68.3% |
| Participant deferral / active EE | $2,027 | $4,498-54.9% | $3,438-41.1% | $5,439-62.7% |
| Admin fee / account holder | $3,277 | $8,613-62.0% | $5,558-41.1% | $10,885-69.9% |