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 | $60,273 | $57,016+5.7% | $84,966-29.1% | $80,856-25.5% |
| Participation rate | 31.9% | 56.3%-24.5pp | 67.5%-35.6pp | 67.6%-35.8pp |
| Annual return | 20.97% | 21.66%-0.7pp | 66.38%-45.4pp | 35.59%-14.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,899 | $3,110+25.4% | $4,519-13.7% | $4,296-9.2% |
| Admin fee / account holder | $1,219 | $4,980-75.5% | $6,149-80.2% | $6,918-82.4% |