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 | $12,916 | $107,452-88.0% | $91,541-85.9% | $142,382-90.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 21.49% | 22.06%-0.6pp | 20.50%+1.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,051 | $2,994-64.9% | $2,505-58.1% | $4,299-75.6% |
| Participant deferral / active EE | $2,400 | $4,754-49.5% | $4,008-40.1% | $6,507-63.1% |
| Admin fee / account holder | $3,363 | $8,834-61.9% | $6,956-51.7% | $12,624-73.4% |