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 5-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 | $31,416 | $175,202-82.1% | $149,673-79.0% | $139,434-77.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.19% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,240 | $5,474-77.4% | $4,818-74.3% | $4,751-73.9% |
| Participant deferral / active EE | $8,483 | $6,519+30.1% | $5,680+49.3% | $6,710+26.4% |
| Admin fee / account holder | $2,746 | $16,150-83.0% | $13,210-79.2% | $11,403-75.9% |