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 | $49,274 | $56,897-13.4% | $84,750-41.9% | $62,891-21.7% |
| Participation rate | 42.0% | 68.5%-26.5pp | 76.6%-34.6pp | 69.3%-27.3pp |
| Annual return | 11.46% | 6.30%+5.2pp | 22.78%-11.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $529 | $2,400-78.0% | $3,574-85.2% | $2,281-76.8% |
| Participant deferral / active EE | $1,147 | $2,709-57.7% | $3,712-69.1% | $3,203-64.2% |
| Admin fee / account holder | $12,198 | $3,581+240.6% | $5,332+128.8% | $4,296+184.0% |