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 9-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 | $27,244 | $72,277-62.3% | $101,248-73.1% | $79,858-65.9% |
| Participation rate | 34.4% | 68.5%-34.1pp | 75.8%-41.4pp | 69.6%-35.3pp |
| Annual return | 26.50% | 22.30%+4.2pp | 46.47%-20.0pp | 31.71%-5.2pp |
| Employer contribution / active EE | $749 | $2,692-72.2% | $3,660-79.5% | $2,471-69.7% |
| Participant deferral / active EE | $2,519 | $3,282-23.2% | $4,370-42.4% | $3,740-32.6% |
| Admin fee / account holder | $437 | $4,400-90.1% | $5,945-92.7% | $5,306-91.8% |