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 8-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 | $37,854 | $95,453-60.3% | $112,040-66.2% | $82,448-54.1% |
| Participation rate | 45.9% | 72.8%-26.8pp | 76.5%-30.5pp | 68.1%-22.1pp |
| Annual return | 17.54% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $961 | $2,318-58.5% | $2,954-67.5% | $2,551-62.3% |
| Participant deferral / active EE | $2,132 | $4,224-49.5% | $5,098-58.2% | $4,139-48.5% |
| Admin fee / account holder | $5,451 | $9,013-39.5% | $12,098-54.9% | $7,234-24.6% |