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 | $33,828 | $107,452-68.5% | $91,541-63.0% | $142,382-76.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.85% | 22.06%-8.2pp | 20.50%-6.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $379 | $2,994-87.3% | $2,505-84.9% | $4,299-91.2% |
| Participant deferral / active EE | $2,109 | $4,754-55.6% | $4,008-47.4% | $6,507-67.6% |
| Admin fee / account holder | $42,708 | $8,834+383.4% | $6,956+513.9% | $12,624+238.3% |