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 7-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 | $33,430 | $81,233-58.8% | $155,567-78.5% | $80,874-58.7% |
| Participation rate | 26.7% | 66.2%-39.6pp | 78.2%-51.5pp | 67.6%-41.0pp |
| Annual return | 12.84% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $912 | $3,101-70.6% | $4,674-80.5% | $2,756-66.9% |
| Participant deferral / active EE | $1,693 | $3,452-50.9% | $5,628-69.9% | $4,297-60.6% |
| Admin fee / account holder | $504 | $7,998-93.7% | $15,916-96.8% | $6,935-92.7% |