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 | $43,203 | $73,787-41.4% | $98,716-56.2% | $82,448-47.6% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.3%-39.7pp | 68.1%-38.4pp |
| Annual return | 13.44% | 18.57%-5.1pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,262 | $3,081-59.1% | $4,048-68.8% | $4,139-69.5% |
| Admin fee / account holder | $12,883 | $6,500+98.2% | $8,703+48.0% | $7,234+78.1% |