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 8-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 | $27,091 | $87,166-68.9% | $76,735-64.7% | $137,256-80.3% |
| Participation rate | 56.3% | 74.4%-18.1pp | 69.5%-13.2pp | 80.0%-23.7pp |
| Annual return | 21.02% | 26.50%-5.5pp | 29.77%-8.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $780 | $2,904-73.2% | $2,454-68.2% | $4,156-81.2% |
| Participant deferral / active EE | $3,863 | $4,726-18.3% | $4,088-5.5% | $6,407-39.7% |
| Admin fee / account holder | $1,368 | $8,403-83.7% | $7,189-81.0% | $12,270-88.9% |