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 | $47,282 | $71,050-33.5% | $93,606-49.5% | $80,856-41.5% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.6%-15.9pp |
| Annual return | 13.81% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $762 | $1,564-51.3% | $2,420-68.5% | $2,755-72.3% |
| Participant deferral / active EE | $3,380 | $4,034-16.2% | $4,411-23.4% | $4,296-21.3% |
| Admin fee / account holder | $4,668 | $6,945-32.8% | $8,285-43.7% | $6,918-32.5% |