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 | $44,816 | $80,717-44.5% | $154,803-71.0% | $84,808-47.2% |
| Participation rate | 23.7% | 66.8%-43.1pp | 78.1%-54.3pp | 68.3%-44.6pp |
| Annual return | 18.49% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $502 | $2,761-81.8% | $4,305-88.3% | $2,631-80.9% |
| Participant deferral / active EE | $957 | $3,303-71.0% | $5,540-82.7% | $4,212-77.3% |
| Admin fee / account holder | $993 | $6,746-85.3% | $14,329-93.1% | $7,344-86.5% |