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 | $26,748 | $55,932-52.2% | $76,735-65.1% | $67,986-60.7% |
| Participation rate | 29.3% | 50.8%-21.5pp | 69.5%-40.2pp | 57.2%-27.9pp |
| Annual return | 17.72% | 23.10%-5.4pp | 29.77%-12.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $411 | $1,487-72.3% | $2,454-83.2% | $2,019-79.6% |
| Participant deferral / active EE | $1,160 | $2,558-54.7% | $4,088-71.6% | $3,358-65.5% |
| Admin fee / account holder | $1,634 | $4,907-66.7% | $7,189-77.3% | $3,203-49.0% |