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 | $28,368 | $81,248-65.1% | $155,509-81.8% | $80,856-64.9% |
| Participation rate | 14.0% | 66.2%-52.3pp | 78.2%-64.2pp | 67.6%-53.7pp |
| Annual return | 12.69% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $507 | $3,100-83.6% | $4,672-89.1% | $2,755-81.6% |
| Participant deferral / active EE | $1,370 | $3,452-60.3% | $5,626-75.7% | $4,296-68.1% |
| Admin fee / account holder | $1,247 | $7,997-84.4% | $15,912-92.2% | $6,918-82.0% |