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 | $21,938 | $72,012-69.5% | $185,823-88.2% | $79,858-72.5% |
| Participation rate | 39.0% | 65.8%-26.7pp | 78.0%-39.0pp | 69.6%-30.6pp |
| Annual return | 20.23% | 23.12%-2.9pp | 35.95%-15.7pp | 31.71%-11.5pp |
| Employer contribution / active EE | $852 | $1,965-56.6% | $4,087-79.2% | $2,471-65.5% |
| Participant deferral / active EE | $1,767 | $3,779-53.2% | $5,632-68.6% | $3,740-52.7% |
| Admin fee / account holder | $1,828 | $4,513-59.5% | $9,500-80.8% | $5,306-65.5% |