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 9-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 | $12,928 | $47,848-73.0% | $81,478-84.1% | $70,131-81.6% |
| Participation rate | 39.8% | 58.3%-18.5pp | 68.0%-28.2pp | 69.5%-29.7pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $455 | $1,527-70.2% | $2,568-82.3% | $2,342-80.6% |
| Participant deferral / active EE | $1,076 | $2,453-56.1% | $3,537-69.6% | $3,332-67.7% |
| Admin fee / account holder | $685 | $3,145-78.2% | $4,561-85.0% | $4,645-85.3% |