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 | $26,256 | $58,577-55.2% | $83,333-68.5% | $64,186-59.1% |
| Participation rate | 53.1% | 72.0%-18.9pp | 77.8%-24.6pp | 69.6%-16.4pp |
| Annual return | 16.35% | 9.65%+6.7pp | 10.63%+5.7pp | 7.63%+8.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,654 | $4,654+21.5% | $5,565+1.6% | $3,470+63.0% |
| Admin fee / account holder | $10,613 | $9,275+14.4% | $7,510+41.3% | $4,888+117.1% |