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 10-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 | $36,792 | $48,300-23.8% | $40,145,923-99.9% | $62,891-41.5% |
| Participation rate | 64.5% | 62.0%+2.5pp | 68.4%-3.9pp | 69.3%-4.8pp |
| Annual return | 6.31% | 6.95%-0.6pp | 5.24%+1.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $533 | $1,333-60.0% | $1,844-71.1% | $2,281-76.6% |
| Participant deferral / active EE | $1,561 | $2,388-34.6% | $2,591-39.7% | $3,203-51.2% |
| Admin fee / account holder | $6,053 | $2,919+107.4% | $2,903+108.5% | $4,296+40.9% |