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 | $48,265 | $99,957-51.7% | $149,696-67.8% | $73,488-34.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 82.5%-15.8pp | 70.7%-4.0pp |
| Annual return | 26.80% | 53.87%-27.1pp | 276.60%-249.8pp | 28.51%-1.7pp |
| Employer contribution / active EE | $2,712 | $3,191-15.0% | $4,644-41.6% | $2,270+19.5% |
| Participant deferral / active EE | $5,979 | $6,073-1.5% | $6,842-12.6% | $3,740+59.9% |
| Admin fee / account holder | $3,088 | $551+460.7% | $9,309-66.8% | $513+501.8% |