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 6-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 | $13,037 | $46,553-72.0% | $64,056-79.6% | $75,163-82.7% |
| Participation rate | 64.4% | 65.9%-1.5pp | 72.3%-7.9pp | 67.2%-2.8pp |
| Annual return | 21.90% | 26.03%-4.1pp | 33.69%-11.8pp | 160.62%-138.7pp |
| Employer contribution / active EE | $698 | $1,974-64.6% | $2,747-74.6% | $2,670-73.9% |
| Participant deferral / active EE | $2,220 | $2,837-21.7% | $3,880-42.8% | $4,125-46.2% |
| Admin fee / account holder | $971 | $2,952-67.1% | $3,068-68.4% | $5,651-82.8% |