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 | $24,836 | $80,717-69.2% | $154,803-84.0% | $84,808-70.7% |
| Participation rate | 36.7% | 66.8%-30.1pp | 78.1%-41.4pp | 68.3%-31.6pp |
| Annual return | 13.54% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $455 | $2,761-83.5% | $4,305-89.4% | $2,631-82.7% |
| Participant deferral / active EE | $1,019 | $3,303-69.1% | $5,540-81.6% | $4,212-75.8% |
| Admin fee / account holder | $1,596 | $6,746-76.3% | $14,329-88.9% | $7,344-78.3% |