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 | $106,105 | $101,724+4.3% | $164,813-35.6% | $80,856+31.2% |
| Participation rate | 30.5% | 71.8%-41.3pp | 78.6%-48.1pp | 67.6%-37.1pp |
| Annual return | 12.38% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,009 | $4,477-32.8% | $6,031-50.1% | $4,296-30.0% |
| Admin fee / account holder | $2,660 | $8,227-67.7% | $12,690-79.0% | $6,918-61.6% |