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 | $21,531 | $81,460-73.6% | $103,333-79.2% | $80,856-73.4% |
| Participation rate | 33.9% | 66.8%-32.9pp | 74.5%-40.6pp | 67.6%-33.7pp |
| Annual return | 14.71% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,825 | $3,869-52.8% | $5,057-63.9% | $4,296-57.5% |
| Admin fee / account holder | $6,978 | $6,566+6.3% | $8,355-16.5% | $6,918+0.9% |