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 | $29,751 | $46,297-35.7% | $71,671-58.5% | $62,292-52.2% |
| Participation rate | 41.9% | 60.6%-18.8pp | 68.7%-26.9pp | 69.5%-27.6pp |
| Annual return | 15.38% | 22.32%-6.9pp | 20.65%-5.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,397 | $2,235-37.5% | $3,438-59.4% | $3,169-55.9% |
| Admin fee / account holder | $5,707 | $461+1139.0% | $5,558+2.7% | $479+1090.6% |