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 | $26,246 | $99,341-73.6% | $84,750-69.0% | $273,961-90.4% |
| Participation rate | 47.8% | 80.7%-32.9pp | 76.6%-28.8pp | 83.0%-35.2pp |
| Annual return | 6.97% | 22.93%-16.0pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,155 | $4,214-72.6% | $3,574-67.7% | $4,869-76.3% |
| Participant deferral / active EE | $1,643 | $4,269-61.5% | $3,712-55.7% | $5,287-68.9% |
| Admin fee / account holder | $1,881 | $6,644-71.7% | $5,332-64.7% | $10,132-81.4% |