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 | $55,888 | $96,557-42.1% | $80,975-31.0% | $273,961-79.6% |
| Participation rate | 62.5% | 79.1%-16.6pp | 75.8%-13.3pp | 83.0%-20.5pp |
| Annual return | 8.37% | 15.14%-6.8pp | 17.10%-8.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,818 | $6,598-11.8% | $5,696+2.1% | $5,287+10.0% |
| Admin fee / account holder | $1,568 | $7,492-79.1% | $5,516-71.6% | $10,132-84.5% |