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 | $27,082 | $43,327-37.5% | $59,878-54.8% | $64,186-57.8% |
| Participation rate | 46.4% | 69.2%-22.8pp | 74.7%-28.3pp | 69.6%-23.2pp |
| Annual return | 11.37% | -1.55%+12.9pp | 3.46%+7.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $702 | $2,028-65.4% | $2,722-74.2% | $2,381-70.5% |
| Participant deferral / active EE | $1,401 | $2,546-45.0% | $3,402-58.8% | $3,470-59.6% |
| Admin fee / account holder | $5,395 | $3,005+79.5% | $3,590+50.3% | $4,888+10.4% |