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 | $46,469 | $73,933-37.1% | $96,683-51.9% | $75,163-38.2% |
| Participation rate | 67.2% | 66.4%+0.8pp | 74.3%-7.1pp | 67.2%0pp |
| Annual return | 15.94% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,420 | $3,659+75.5% | $4,878+31.6% | $4,125+55.6% |
| Admin fee / account holder | $1,540 | $5,216-70.5% | $6,730-77.1% | $5,651-72.8% |