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 7-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 | $33,128 | $60,022-44.8% | $88,946-62.8% | $84,808-60.9% |
| Participation rate | 11.4% | 57.8%-46.4pp | 68.8%-57.4pp | 68.3%-56.9pp |
| Annual return | 15.36% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,608 | $3,114+15.9% | $4,581-21.2% | $4,212-14.3% |
| Admin fee / account holder | $16,168 | $4,811+236.1% | $8,261+95.7% | $7,344+120.2% |