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 | $26,960 | $54,541-50.6% | $78,778-65.8% | $70,131-61.6% |
| Participation rate | 53.3% | 60.8%-7.5pp | 69.2%-15.9pp | 69.5%-16.2pp |
| Annual return | 20.03% | 21.07%-1.0pp | 35.62%-15.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $220 | $1,089-79.8% | $1,986-88.9% | $2,342-90.6% |
| Participant deferral / active EE | $1,982 | $2,210-10.3% | $2,958-33.0% | $3,332-40.5% |
| Admin fee / account holder | $2,324 | $3,709-37.3% | $5,134-54.7% | $4,645-50.0% |