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 | $27,416 | $56,897-51.8% | $84,750-67.7% | $62,891-56.4% |
| Participation rate | 68.1% | 68.5%-0.5pp | 76.6%-8.5pp | 69.3%-1.2pp |
| Annual return | 5.69% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $838 | $2,400-65.1% | $3,574-76.6% | $2,281-63.3% |
| Participant deferral / active EE | $2,548 | $2,709-6.0% | $3,712-31.4% | $3,203-20.5% |
| Admin fee / account holder | $10,982 | $3,581+206.7% | $5,332+106.0% | $4,296+155.7% |