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 | $26,981 | $58,208-53.6% | $81,812-67.0% | $80,856-66.6% |
| Participation rate | 65.9% | 63.4%+2.5pp | 72.3%-6.4pp | 67.6%-1.7pp |
| Annual return | 13.13% | 41.66%-28.5pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,285 | $2,340-45.1% | $2,912-55.9% | $2,755-53.3% |
| Participant deferral / active EE | $2,220 | $3,281-32.3% | $4,319-48.6% | $4,296-48.3% |
| Admin fee / account holder | $5,075 | $4,981+1.9% | $7,386-31.3% | $6,918-26.6% |