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 | $14,912 | $108,172-86.2% | $77,482-80.8% | $158,922-90.6% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 10.28% | 31.67%-21.4pp | 54.79%-44.5pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,174 | $1,325-11.4% | $986+19.0% | $4,761-75.3% |
| Participant deferral / active EE | $2,283 | $2,456-7.0% | $1,861+22.7% | $5,982-61.8% |
| Admin fee / account holder | $474 | $3,708-87.2% | $2,858-83.4% | $11,246-95.8% |