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 9-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 | $53,598 | $71,057-24.6% | $93,654-42.8% | $80,874-33.7% |
| Participation rate | 45.1% | 60.4%-15.3pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 17.15% | 11.26%+5.9pp | 133.34%-116.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $860 | $1,564-45.0% | $2,421-64.5% | $2,756-68.8% |
| Participant deferral / active EE | $2,506 | $4,034-37.9% | $4,413-43.2% | $4,297-41.7% |
| Admin fee / account holder | $5,863 | $6,944-15.6% | $8,282-29.2% | $6,935-15.5% |