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 7-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 | $43,549 | $106,749-59.2% | $145,433-70.1% | $82,448-47.2% |
| Participation rate | 47.9% | 75.6%-27.7pp | 82.1%-34.2pp | 68.1%-20.2pp |
| Annual return | 15.58% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $679 | $3,444-80.3% | $4,554-85.1% | $2,551-73.4% |
| Participant deferral / active EE | $2,803 | $6,519-57.0% | $7,897-64.5% | $4,139-32.3% |
| Admin fee / account holder | $1,462 | $8,390-82.6% | $13,129-88.9% | $7,234-79.8% |