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 | $35,895 | $99,341-63.9% | $84,750-57.6% | $273,961-86.9% |
| Participation rate | 34.8% | 80.7%-45.9pp | 76.6%-41.8pp | 83.0%-48.2pp |
| Annual return | 7.08% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,493 | $4,214-64.6% | $3,574-58.2% | $4,869-69.3% |
| Participant deferral / active EE | $2,536 | $4,269-40.6% | $3,712-31.7% | $5,287-52.0% |
| Admin fee / account holder | $5,052 | $6,644-24.0% | $5,332-5.2% | $10,132-50.1% |