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 8-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 | $21,108 | $46,553-54.7% | $64,056-67.0% | $75,163-71.9% |
| Participation rate | 41.3% | 65.9%-24.6pp | 72.3%-31.0pp | 67.2%-25.9pp |
| Annual return | 17.93% | 26.03%-8.1pp | 33.69%-15.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,059 | $2,837-27.4% | $3,880-46.9% | $4,125-50.1% |
| Admin fee / account holder | $690 | $2,952-76.6% | $3,068-77.5% | $5,651-87.8% |