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 | $59,838 | $82,978-27.9% | $129,995-54.0% | $71,457-16.3% |
| Participation rate | 35.6% | 74.1%-38.5pp | 78.5%-42.9pp | 67.9%-32.3pp |
| Annual return | 17.54% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,148 | $4,432-29.0% | $5,820-45.9% | $4,289-26.6% |
| Admin fee / account holder | $2,709 | $1,729+56.7% | $10,614-74.5% | $1,587+70.7% |