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 | $39,869 | $135,952-70.7% | $123,892-67.8% | $273,961-85.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 21.37% | 56.63%-35.3pp | 47.52%-26.1pp | 41.45%-20.1pp |
| Employer contribution / active EE | $2,440 | $5,170-52.8% | $4,617-47.2% | $4,869-49.9% |
| Participant deferral / active EE | $8,884 | $6,343+40.1% | $5,984+48.5% | $5,287+68.0% |
| Admin fee / account holder | $1,669 | $9,817-83.0% | $8,357-80.0% | $10,132-83.5% |