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 9-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 | $48,708 | $53,822-9.5% | $75,696-35.7% | $85,850-43.3% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 24.32% | 24.54%-0.2pp | 104.53%-80.2pp | 318.53%-294.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,560 | $2,895+23.0% | $3,821-6.8% | $3,952-9.9% |
| Admin fee / account holder | $10,293 | $3,343+207.9% | $3,619+184.4% | $6,260+64.4% |