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 | $24,274 | $80,717-69.9% | $154,803-84.3% | $84,808-71.4% |
| Participation rate | 29.9% | 66.8%-36.9pp | 78.1%-48.2pp | 68.3%-38.4pp |
| Annual return | 21.78% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $583 | $2,761-78.9% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $1,610 | $3,303-51.2% | $5,540-70.9% | $4,212-61.8% |
| Admin fee / account holder | $447 | $6,746-93.4% | $14,329-96.9% | $7,344-93.9% |