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 | $40,046 | $56,054-28.6% | $171,082-76.6% | $62,891-36.3% |
| Participation rate | 57.1% | 62.9%-5.7pp | 76.7%-19.6pp | 69.3%-12.2pp |
| Annual return | 9.94% | 22.52%-12.6pp | 32.56%-22.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,806 | $3,158-11.1% | $4,797-41.5% | $3,203-12.4% |
| Admin fee / account holder | $2,610 | $3,647-28.4% | $8,520-69.4% | $4,296-39.2% |