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 | $46,140 | $57,016-19.1% | $84,966-45.7% | $80,856-42.9% |
| Participation rate | 68.0% | 56.3%+11.7pp | 67.5%+0.5pp | 67.6%+0.4pp |
| Annual return | 15.36% | 21.66%-6.3pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,020 | $1,798-43.3% | $2,727-62.6% | $2,755-63.0% |
| Participant deferral / active EE | $5,140 | $3,110+65.3% | $4,519+13.7% | $4,296+19.6% |
| Admin fee / account holder | $15,932 | $4,980+219.9% | $6,149+159.1% | $6,918+130.3% |