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 | $37,768 | $58,512-35.5% | $84,015-55.0% | $72,985-48.3% |
| Participation rate | 34.1% | 61.2%-27.1pp | 69.0%-34.9pp | 69.5%-35.3pp |
| Annual return | 23.21% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $323 | $1,163-72.2% | $1,983-83.7% | $2,440-86.8% |
| Participant deferral / active EE | $1,519 | $2,394-36.5% | $3,239-53.1% | $3,607-57.9% |
| Admin fee / account holder | $2,992 | $4,569-34.5% | $6,101-51.0% | $5,124-41.6% |