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 | $42,635 | $66,098-35.5% | $101,794-58.1% | $74,304-42.6% |
| Participation rate | 40.0% | 53.8%-13.8pp | 69.2%-29.2pp | 60.3%-20.3pp |
| Annual return | 13.37% | 19.59%-6.2pp | 30.53%-17.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $440 | $1,082-59.4% | $2,289-80.8% | $2,241-80.4% |
| Participant deferral / active EE | $1,634 | $2,781-41.2% | $4,084-60.0% | $3,767-56.6% |
| Admin fee / account holder | $9,040 | $4,146+118.0% | $8,777+3.0% | $2,969+204.5% |