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 | $38,165 | $43,075-11.4% | $74,583-48.8% | $62,891-39.3% |
| Participation rate | 24.1% | 58.1%-33.9pp | 68.1%-44.0pp | 69.3%-45.2pp |
| Annual return | 6.59% | 17.50%-10.9pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $973 | $2,389-59.3% | $3,458-71.9% | $3,203-69.6% |
| Admin fee / account holder | $1,201 | $2,840-57.7% | $4,138-71.0% | $4,296-72.0% |