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 | $16,826 | $80,717-79.2% | $154,803-89.1% | $84,808-80.2% |
| Participation rate | 42.5% | 66.8%-24.3pp | 78.1%-35.6pp | 68.3%-25.8pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $415 | $2,761-85.0% | $4,305-90.4% | $2,631-84.2% |
| Participant deferral / active EE | $1,116 | $3,303-66.2% | $5,540-79.9% | $4,212-73.5% |
| Admin fee / account holder | $2,355 | $6,746-65.1% | $14,329-83.6% | $7,344-67.9% |