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 | $52,063 | $57,541-9.5% | $95,745-45.6% | $75,163-30.7% |
| Participation rate | 64.3% | 62.5%+1.8pp | 72.3%-8.0pp | 67.2%-2.9pp |
| Annual return | 13.63% | 34.93%-21.3pp | 28.35%-14.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $820 | $1,808-54.6% | $2,835-71.1% | $2,670-69.3% |
| Participant deferral / active EE | $2,526 | $3,074-17.8% | $4,245-40.5% | $4,125-38.8% |
| Admin fee / account holder | $2,864 | $4,099-30.1% | $5,678-49.6% | $5,651-49.3% |