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 | $24,901 | $43,723-43.0% | $121,196-79.5% | $64,186-61.2% |
| Participation rate | 63.3% | 58.3%+5.0pp | 71.7%-8.4pp | 69.6%-6.2pp |
| Annual return | 0.76% | 68.91%-68.2pp | 16.93%-16.2pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,093 | $1,296-15.6% | $4,022-72.8% | $2,381-54.1% |
| Participant deferral / active EE | $2,734 | $2,280+19.9% | $3,344-18.2% | $3,470-21.2% |
| Admin fee / account holder | $5,723 | $3,501+63.5% | $5,019+14.0% | $4,888+17.1% |