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 | $13,506 | $76,407-82.3% | $150,298-91.0% | $82,448-83.6% |
| Participation rate | 35.0% | 66.4%-31.4pp | 77.8%-42.8pp | 68.1%-33.1pp |
| Annual return | 16.43% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $584 | $2,614-77.6% | $4,154-85.9% | $2,551-77.1% |
| Participant deferral / active EE | $1,236 | $3,214-61.5% | $5,453-77.3% | $4,139-70.1% |
| Admin fee / account holder | $3,720 | $6,352-41.4% | $14,116-73.6% | $7,234-48.6% |