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 | $50,313 | $57,016-11.8% | $84,966-40.8% | $80,856-37.8% |
| Participation rate | 20.4% | 56.3%-35.9pp | 67.5%-47.1pp | 67.6%-47.2pp |
| Annual return | 16.12% | 21.66%-5.5pp | 66.38%-50.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $424 | $1,798-76.4% | $2,727-84.5% | $2,755-84.6% |
| Participant deferral / active EE | $1,341 | $3,110-56.9% | $4,519-70.3% | $4,296-68.8% |
| Admin fee / account holder | $1,324 | $4,980-73.4% | $6,149-78.5% | $6,918-80.9% |