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 | $58,881 | $135,952-56.7% | $123,892-52.5% | $273,961-78.5% |
| Participation rate | 47.6% | 84.1%-36.4pp | 81.4%-33.8pp | 83.0%-35.4pp |
| Annual return | 10.35% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,527 | $6,343+34.4% | $5,984+42.5% | $5,287+61.3% |
| Admin fee / account holder | $15,066 | $9,817+53.5% | $8,357+80.3% | $10,132+48.7% |