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 | $46,184 | $81,248-43.2% | $155,509-70.3% | $80,856-42.9% |
| Participation rate | 21.6% | 66.2%-44.7pp | 78.2%-56.6pp | 67.6%-46.1pp |
| Annual return | 12.32% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $679 | $3,100-78.1% | $4,672-85.5% | $2,755-75.4% |
| Participant deferral / active EE | $1,796 | $3,452-48.0% | $5,626-68.1% | $4,296-58.2% |
| Admin fee / account holder | $4,239 | $7,997-47.0% | $15,912-73.4% | $6,918-38.7% |