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 | $42,859 | $58,512-26.8% | $84,015-49.0% | $72,985-41.3% |
| Participation rate | 48.3% | 61.2%-13.0pp | 69.0%-20.7pp | 69.5%-21.2pp |
| Annual return | 19.02% | 28.93%-9.9pp | 71.31%-52.3pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,921 | $2,394+22.0% | $3,239-9.8% | $3,607-19.0% |
| Admin fee / account holder | $26,738 | $4,569+485.2% | $6,101+338.3% | $5,124+421.8% |