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 | $33,731 | $58,851-42.7% | $115,157-70.7% | $72,985-53.8% |
| Participation rate | 62.0% | 65.5%-3.5pp | 75.9%-13.9pp | 69.5%-7.5pp |
| Annual return | 21.96% | 23.16%-1.2pp | 35.60%-13.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,146 | $2,643-18.8% | $4,168-48.5% | $3,607-40.5% |
| Admin fee / account holder | $12,728 | $6,370+99.8% | $7,088+79.6% | $5,124+148.4% |