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 | $49,306 | $76,552-35.6% | $123,892-60.2% | $62,891-21.6% |
| Participation rate | 63.6% | 73.0%-9.3pp | 81.4%-17.8pp | 69.3%-5.7pp |
| Annual return | 9.12% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,094 | $4,840-36.1% | $5,984-48.3% | $3,203-3.4% |
| Admin fee / account holder | $948 | $4,826-80.4% | $8,357-88.7% | $4,296-77.9% |