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 9-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 | $53,301 | $65,041-18.1% | $90,951-41.4% | $79,858-33.3% |
| Participation rate | 36.4% | 61.6%-25.2pp | 69.0%-32.6pp | 69.6%-33.3pp |
| Annual return | 12.71% | 30.45%-17.7pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,319 | $2,512-7.7% | $3,373-31.2% | $3,740-38.0% |
| Admin fee / account holder | $9,086 | $4,536+100.3% | $5,959+52.5% | $5,306+71.2% |