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 | $53,037 | $51,576+2.8% | $129,207-59.0% | $80,856-34.4% |
| Participation rate | 43.5% | 57.0%-13.4pp | 69.6%-26.1pp | 67.6%-24.1pp |
| Annual return | 11.67% | 20.81%-9.1pp | 9417.33%-9405.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $886 | $1,584-44.0% | $4,153-78.7% | $2,755-67.8% |
| Participant deferral / active EE | $2,170 | $2,669-18.7% | $4,168-47.9% | $4,296-49.5% |
| Admin fee / account holder | $1,232 | $4,305-71.4% | $7,715-84.0% | $6,918-82.2% |