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 | $41,260 | $90,503-54.4% | $78,689-47.6% | $273,961-84.9% |
| Participation rate | 47.4% | 76.5%-29.1pp | 73.6%-26.2pp | 83.0%-35.6pp |
| Annual return | 8.11% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,566 | $3,901-34.2% | $3,517-27.0% | $5,287-51.5% |
| Admin fee / account holder | $1,040 | $5,263-80.2% | $4,510-76.9% | $10,132-89.7% |