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 | $49,451 | $63,355-21.9% | $91,989-46.2% | $72,985-32.2% |
| Participation rate | 48.9% | 72.5%-23.6pp | 78.6%-29.7pp | 69.5%-20.6pp |
| Annual return | 23.68% | 35.35%-11.7pp | 69.02%-45.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,160 | $4,883-14.8% | $5,923-29.8% | $3,607+15.3% |
| Admin fee / account holder | $3,747 | $4,668-19.7% | $7,743-51.6% | $5,124-26.9% |