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 6-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 | $43,167 | $109,881-60.7% | $150,045-71.2% | $84,808-49.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 19.31% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,509 | $6,636+43.3% | $7,997+18.9% | $4,212+125.8% |
| Admin fee / account holder | $3,442 | $8,568-59.8% | $13,435-74.4% | $7,344-53.1% |