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 | $20,012 | $55,706-64.1% | $75,886-73.6% | $72,985-72.6% |
| Participation rate | 46.4% | 61.1%-14.8pp | 69.3%-22.9pp | 69.5%-23.1pp |
| Annual return | 17.93% | 27.59%-9.7pp | 30.76%-12.8pp | 81.00%-63.1pp |
| Employer contribution / active EE | $900 | $1,687-46.6% | $2,500-64.0% | $2,440-63.1% |
| Participant deferral / active EE | $1,643 | $2,634-37.6% | $3,603-54.4% | $3,607-54.4% |
| Admin fee / account holder | $4,706 | $3,978+18.3% | $5,418-13.2% | $5,124-8.2% |