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 6-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 | $20,180 | $54,762-63.1% | $90,281-77.6% | $72,985-72.4% |
| Participation rate | 37.8% | 65.1%-27.3pp | 73.3%-35.5pp | 69.5%-31.7pp |
| Annual return | 22.63% | 30.63%-8.0pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,226 | $2,092-41.4% | $2,854-57.1% | $2,440-49.8% |
| Participant deferral / active EE | $1,725 | $2,887-40.3% | $3,885-55.6% | $3,607-52.2% |
| Admin fee / account holder | $662 | $3,972-83.3% | $5,351-87.6% | $5,124-87.1% |