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 6-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 | $24,588 | $57,590-57.3% | $86,233-71.5% | $82,448-70.2% |
| Participation rate | 38.1% | 57.9%-19.8pp | 69.0%-30.9pp | 68.1%-30.0pp |
| Annual return | 17.79% | 22.41%-4.6pp | 61.39%-43.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $424 | $1,655-74.4% | $2,504-83.1% | $2,551-83.4% |
| Participant deferral / active EE | $1,951 | $3,080-36.6% | $4,559-57.2% | $4,139-52.9% |
| Admin fee / account holder | $4,474 | $4,730-5.4% | $8,342-46.4% | $7,234-38.2% |