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 3-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 | $32,215 | $81,248-60.4% | $155,509-79.3% | $80,856-60.2% |
| Participation rate | 33.8% | 66.2%-32.5pp | 78.2%-44.4pp | 67.6%-33.9pp |
| Annual return | 16.72% | 33.31%-16.6pp | 64.67%-47.9pp | 35.59%-18.9pp |
| Employer contribution / active EE | $948 | $3,100-69.4% | $4,672-79.7% | $2,755-65.6% |
| Participant deferral / active EE | $2,381 | $3,452-31.0% | $5,626-57.7% | $4,296-44.6% |
| Admin fee / account holder | $455 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |