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 | $31,211 | $93,346-66.6% | $71,796-56.5% | $273,961-88.6% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 8.45% | 130.39%-121.9pp | 78.04%-69.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $833 | $2,733-69.5% | $1,924-56.7% | $4,869-82.9% |
| Participant deferral / active EE | $953 | $3,475-72.6% | $2,794-65.9% | $5,287-82.0% |
| Admin fee / account holder | $6,886 | $6,571+4.8% | $4,815+43.0% | $10,132-32.0% |