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 | $40,976 | $91,190-55.1% | $178,490-77.0% | $79,858-48.7% |
| Participation rate | 52.1% | 69.2%-17.1pp | 81.9%-29.8pp | 69.6%-17.5pp |
| Annual return | 19.55% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $668 | $3,256-79.5% | $5,011-86.7% | $2,471-73.0% |
| Participant deferral / active EE | $2,176 | $3,236-32.8% | $5,202-58.2% | $3,740-41.8% |
| Admin fee / account holder | $9,379 | $6,751+38.9% | $13,984-32.9% | $5,306+76.7% |