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 6-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 | $43,733 | $64,480-32.2% | $81,382-46.3% | $80,856-45.9% |
| Participation rate | 19.8% | 63.9%-44.1pp | 69.5%-49.7pp | 67.6%-47.8pp |
| Annual return | 33.97% | 16.34%+17.6pp | 24.73%+9.2pp | 35.59%-1.6pp |
| Employer contribution / active EE | $745 | $1,978-62.4% | $2,463-69.8% | $2,755-73.0% |
| Participant deferral / active EE | $1,946 | $3,094-37.1% | $3,883-49.9% | $4,296-54.7% |
| Admin fee / account holder | $1,177 | $5,671-79.2% | $5,768-79.6% | $6,918-83.0% |