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 | $39,187 | $43,327-9.6% | $59,878-34.6% | $64,186-38.9% |
| Participation rate | 27.8% | 69.2%-41.3pp | 74.7%-46.9pp | 69.6%-41.7pp |
| Annual return | 9.05% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $939 | $2,546-63.1% | $3,402-72.4% | $3,470-72.9% |
| Admin fee / account holder | $1,363 | $3,005-54.6% | $3,590-62.0% | $4,888-72.1% |