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 | $39,141 | $91,552-57.2% | $133,956-70.8% | $79,858-51.0% |
| Participation rate | 35.5% | 73.3%-37.8pp | 79.8%-44.3pp | 69.6%-34.1pp |
| Annual return | 22.70% | 61.85%-39.1pp | 45.09%-22.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,012 | $3,733-46.1% | $5,048-60.1% | $3,740-46.2% |
| Admin fee / account holder | $1,307 | $6,321-79.3% | $8,927-85.4% | $5,306-75.4% |