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 | $44,531 | $62,672-28.9% | $185,117-75.9% | $70,131-36.5% |
| Participation rate | 43.8% | 63.8%-20.0pp | 77.3%-33.5pp | 69.5%-25.8pp |
| Annual return | 17.12% | 40.79%-23.7pp | 40.50%-23.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,007 | $3,272-38.7% | $5,045-60.2% | $3,332-39.8% |
| Admin fee / account holder | $4,284 | $3,932+9.0% | $8,159-47.5% | $4,645-7.8% |