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 | $23,134 | $54,762-57.8% | $90,281-74.4% | $72,985-68.3% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 21.76% | 30.63%-8.9pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,089 | $2,092-48.0% | $2,854-61.9% | $2,440-55.4% |
| Participant deferral / active EE | $2,284 | $2,887-20.9% | $3,885-41.2% | $3,607-36.7% |
| Admin fee / account holder | $1,663 | $3,972-58.1% | $5,351-68.9% | $5,124-67.5% |