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 | $62,574 | $71,050-11.9% | $93,606-33.2% | $80,856-22.6% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.6%-24.3pp |
| Annual return | 13.49% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,277 | $4,034-68.3% | $4,411-71.1% | $4,296-70.3% |
| Admin fee / account holder | $1,565 | $6,945-77.5% | $8,285-81.1% | $6,918-77.4% |