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 | $24,593 | $55,706-55.9% | $75,886-67.6% | $72,985-66.3% |
| Participation rate | 15.8% | 61.1%-45.3pp | 69.3%-53.5pp | 69.5%-53.7pp |
| Annual return | 20.19% | 27.59%-7.4pp | 30.76%-10.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $392 | $1,687-76.7% | $2,500-84.3% | $2,440-83.9% |
| Participant deferral / active EE | $1,295 | $2,634-50.8% | $3,603-64.0% | $3,607-64.1% |
| Admin fee / account holder | $584 | $3,978-85.3% | $5,418-89.2% | $5,124-88.6% |