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 | $14,005 | $49,915-71.9% | $154,803-91.0% | $74,304-81.2% |
| Participation rate | 34.2% | 54.0%-19.7pp | 78.1%-43.9pp | 60.3%-26.1pp |
| Annual return | 21.37% | 34.06%-12.7pp | 58.88%-37.5pp | 29.43%-8.1pp |
| Employer contribution / active EE | $305 | $1,611-81.1% | $4,305-92.9% | $2,241-86.4% |
| Participant deferral / active EE | $1,058 | $2,255-53.1% | $5,540-80.9% | $3,767-71.9% |
| Admin fee / account holder | $4,168 | $2,189+90.4% | $14,329-70.9% | $2,969+40.4% |