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 | $51,395 | $84,233-39.0% | $170,442-69.8% | $70,131-26.7% |
| Participation rate | 30.6% | 70.8%-40.2pp | 83.6%-53.0pp | 69.5%-38.9pp |
| Annual return | 18.01% | 23.06%-5.1pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,733 | $3,086-43.9% | $4,939-64.9% | $3,332-48.0% |
| Admin fee / account holder | $9,920 | $5,698+74.1% | $13,880-28.5% | $4,645+113.5% |