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 | $9,727 | $80,717-87.9% | $154,803-93.7% | $84,808-88.5% |
| Participation rate | 64.3% | 66.8%-2.5pp | 78.1%-13.8pp | 68.3%-4.0pp |
| Annual return | 20.61% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,586 | $3,303-21.7% | $5,540-53.3% | $4,212-38.6% |
| Admin fee / account holder | $3,262 | $6,746-51.7% | $14,329-77.2% | $7,344-55.6% |