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 | $48,865 | $215,361-77.3% | $171,082-71.4% | $273,961-82.2% |
| Participation rate | 39.1% | 82.0%-42.9pp | 76.7%-37.6pp | 83.0%-43.9pp |
| Annual return | 4.43% | 25.14%-20.7pp | 32.56%-28.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,719 | $5,543-50.9% | $4,797-43.3% | $5,287-48.6% |
| Admin fee / account holder | $2,257 | $10,846-79.2% | $8,520-73.5% | $10,132-77.7% |