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 | $25,869 | $90,503-71.4% | $78,689-67.1% | $273,961-90.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 5.34% | 75.60%-70.3pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $913 | $3,901-76.6% | $3,517-74.1% | $5,287-82.7% |
| Admin fee / account holder | $818 | $5,263-84.5% | $4,510-81.9% | $10,132-91.9% |