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 8-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 | $34,355 | $58,208-41.0% | $81,812-58.0% | $80,856-57.5% |
| Participation rate | 48.8% | 63.4%-14.7pp | 72.3%-23.6pp | 67.6%-18.9pp |
| Annual return | 17.91% | 41.66%-23.7pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,844 | $2,340+21.5% | $2,912-2.3% | $2,755+3.2% |
| Participant deferral / active EE | $4,353 | $3,281+32.7% | $4,319+0.8% | $4,296+1.3% |
| Admin fee / account holder | $8,481 | $4,981+70.3% | $7,386+14.8% | $6,918+22.6% |