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 | $38,576 | $58,828-34.4% | $77,999-50.5% | $62,891-38.7% |
| Participation rate | 28.0% | 71.1%-43.1pp | 75.5%-47.5pp | 69.3%-41.3pp |
| Annual return | 7.61% | 17.16%-9.5pp | 425.96%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $689 | $1,672-58.8% | $2,470-72.1% | $2,281-69.8% |
| Participant deferral / active EE | $1,192 | $2,686-55.6% | $3,497-65.9% | $3,203-62.8% |
| Admin fee / account holder | $3,467 | $4,393-21.1% | $5,480-36.7% | $4,296-19.3% |