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 | $41,888 | $58,512-28.4% | $84,015-50.1% | $72,985-42.6% |
| Participation rate | 56.0% | 61.2%-5.2pp | 69.0%-13.0pp | 69.5%-13.5pp |
| Annual return | 24.05% | 28.93%-4.9pp | 71.31%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $384 | $1,163-67.0% | $1,983-80.7% | $2,440-84.3% |
| Participant deferral / active EE | $2,684 | $2,394+12.1% | $3,239-17.1% | $3,607-25.6% |
| Admin fee / account holder | $2,841 | $4,569-37.8% | $6,101-53.4% | $5,124-44.6% |