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 | $37,876 | $29,660+27.7% | $56,411-32.9% | $80,856-53.2% |
| Participation rate | 17.5% | 41.6%-24.1pp | 52.5%-35.0pp | 67.6%-50.1pp |
| Annual return | 14.05% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $582 | $669-13.1% | $1,039-44.0% | $2,755-78.9% |
| Participant deferral / active EE | $1,188 | $1,226-3.1% | $1,952-39.1% | $4,296-72.3% |
| Admin fee / account holder | $3,938 | $2,428+62.2% | $2,829+39.2% | $6,918-43.1% |