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 | $52,584 | $78,672-33.2% | $109,143-51.8% | $85,850-38.7% |
| Participation rate | 35.3% | 68.3%-33.0pp | 75.9%-40.6pp | 69.3%-34.0pp |
| Annual return | 11.32% | 25.09%-13.8pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,635 | $3,467-52.8% | $4,653-64.9% | $3,952-58.6% |
| Admin fee / account holder | $13,753 | $5,469+151.5% | $6,752+103.7% | $6,260+119.7% |