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 | $35,964 | $80,717-55.4% | $154,803-76.8% | $84,808-57.6% |
| Participation rate | 36.4% | 66.8%-30.4pp | 78.1%-41.7pp | 68.3%-31.9pp |
| Annual return | 19.88% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $812 | $2,761-70.6% | $4,305-81.1% | $2,631-69.1% |
| Participant deferral / active EE | $3,027 | $3,303-8.3% | $5,540-45.4% | $4,212-28.1% |
| Admin fee / account holder | $3,161 | $6,746-53.1% | $14,329-77.9% | $7,344-57.0% |