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 | $20,058 | $63,346-68.3% | $92,233-78.3% | $70,131-71.4% |
| Participation rate | 59.0% | 68.7%-9.7pp | 76.5%-17.5pp | 69.5%-10.6pp |
| Annual return | 13.66% | 530.12%-516.5pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,574 | $2,854-44.8% | $3,897-59.6% | $3,332-52.7% |
| Admin fee / account holder | $4,773 | $3,840+24.3% | $5,194-8.1% | $4,645+2.7% |