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 8-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 | $13,709 | $80,717-83.0% | $154,803-91.1% | $84,808-83.8% |
| Participation rate | 53.1% | 66.8%-13.7pp | 78.1%-24.9pp | 68.3%-15.2pp |
| Annual return | 24.72% | 37.96%-13.2pp | 58.88%-34.2pp | 40.90%-16.2pp |
| Employer contribution / active EE | $764 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $1,162 | $3,303-64.8% | $5,540-79.0% | $4,212-72.4% |
| Admin fee / account holder | $2,841 | $6,746-57.9% | $14,329-80.2% | $7,344-61.3% |