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 | $42,440 | $90,503-53.1% | $78,689-46.1% | $273,961-84.5% |
| Participation rate | 30.0% | 76.5%-46.5pp | 73.6%-43.6pp | 83.0%-53.0pp |
| Annual return | 11.10% | 75.60%-64.5pp | 62.18%-51.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $117 | $3,176-96.3% | $2,851-95.9% | $4,869-97.6% |
| Participant deferral / active EE | $1,703 | $3,901-56.4% | $3,517-51.6% | $5,287-67.8% |
| Admin fee / account holder | $793 | $5,263-84.9% | $4,510-82.4% | $10,132-92.2% |