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 | $16,315 | $45,035-63.8% | $62,995-74.1% | $70,131-76.7% |
| Participation rate | 46.2% | 69.5%-23.4pp | 74.8%-28.7pp | 69.5%-23.4pp |
| Annual return | 15.69% | 18.76%-3.1pp | 87.57%-71.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,314 | $2,465-46.7% | $3,329-60.5% | $3,332-60.6% |
| Admin fee / account holder | $1,099 | $2,834-61.2% | $3,600-69.5% | $4,645-76.3% |