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 7-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 | $46,052 | $58,208-20.9% | $81,812-43.7% | $80,856-43.0% |
| Participation rate | 55.9% | 63.4%-7.5pp | 72.3%-16.5pp | 67.6%-11.8pp |
| Annual return | 14.90% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,600 | $2,340+11.1% | $2,912-10.7% | $2,755-5.6% |
| Participant deferral / active EE | $5,351 | $3,281+63.1% | $4,319+23.9% | $4,296+24.6% |
| Admin fee / account holder | $7,597 | $4,981+52.5% | $7,386+2.9% | $6,918+9.8% |