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 | $38,569 | $48,076-19.8% | $78,689-51.0% | $62,891-38.7% |
| Participation rate | 32.1% | 65.2%-33.1pp | 73.6%-41.4pp | 69.3%-37.2pp |
| Annual return | 7.54% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $204 | $2,015-89.9% | $2,851-92.8% | $2,281-91.0% |
| Participant deferral / active EE | $979 | $2,588-62.2% | $3,517-72.2% | $3,203-69.4% |
| Admin fee / account holder | $4,567 | $3,207+42.4% | $4,510+1.3% | $4,296+6.3% |