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 | $42,681 | $57,354-25.6% | $83,848-49.1% | $64,186-33.5% |
| Participation rate | 25.9% | 68.6%-42.7pp | 76.1%-50.2pp | 69.6%-43.6pp |
| Annual return | 4.56% | 11.38%-6.8pp | 850.88%-846.3pp | 7.63%-3.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,505 | $2,993-49.7% | $4,082-63.1% | $3,470-56.6% |
| Admin fee / account holder | $7,852 | $4,046+94.1% | $5,478+43.3% | $4,888+60.6% |