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 7-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 | $57,495 | $68,868-16.5% | $183,328-68.6% | $67,986-15.4% |
| Participation rate | 37.8% | 57.0%-19.2pp | 77.3%-39.5pp | 57.2%-19.4pp |
| Annual return | 20.19% | 28.80%-8.6pp | 29.67%-9.5pp | 31.67%-11.5pp |
| Employer contribution / active EE | $962 | $2,917-67.0% | $5,055-81.0% | $2,019-52.4% |
| Participant deferral / active EE | $2,788 | $4,364-36.1% | $6,795-59.0% | $3,358-17.0% |
| Admin fee / account holder | $3,104 | $3,805-18.4% | $21,427-85.5% | $3,203-3.1% |