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 | $18,131 | $80,717-77.5% | $154,803-88.3% | $84,808-78.6% |
| Participation rate | 22.2% | 66.8%-44.6pp | 78.1%-55.8pp | 68.3%-46.1pp |
| Annual return | 30.64% | 37.96%-7.3pp | 58.88%-28.2pp | 40.90%-10.3pp |
| Employer contribution / active EE | $342 | $2,761-87.6% | $4,305-92.1% | $2,631-87.0% |
| Participant deferral / active EE | $1,314 | $3,303-60.2% | $5,540-76.3% | $4,212-68.8% |
| Admin fee / account holder | $707 | $6,746-89.5% | $14,329-95.1% | $7,344-90.4% |