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 | $37,969 | $41,377-8.2% | $109,313-65.3% | $62,891-39.6% |
| Participation rate | 46.2% | 57.5%-11.4pp | 71.3%-25.1pp | 69.3%-23.2pp |
| Annual return | 5.81% | 11.05%-5.2pp | 22.07%-16.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $437 | $1,276-65.8% | $3,892-88.8% | $2,281-80.9% |
| Participant deferral / active EE | $2,010 | $2,045-1.7% | $3,166-36.5% | $3,203-37.2% |
| Admin fee / account holder | $1,482 | $2,884-48.6% | $5,666-73.8% | $4,296-65.5% |