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 | $25,243 | $95,193-73.5% | $76,523-67.0% | $135,375-81.4% |
| Participation rate | 38.5% | 74.4%-35.9pp | 68.0%-29.5pp | 82.6%-44.2pp |
| Annual return | 7.22% | 4.85%+2.4pp | -0.27%+7.5pp | 519.73%-512.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $968 | $4,639-79.1% | $3,835-74.8% | $5,609-82.7% |
| Admin fee / account holder | $2,756 | $6,249-55.9% | $4,848-43.1% | $10,827-74.5% |