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 | $31,734 | $59,097-46.3% | $82,389-61.5% | $74,304-57.3% |
| Participation rate | 38.5% | 52.8%-14.3pp | 69.5%-31.1pp | 60.3%-21.9pp |
| Annual return | 49.31% | 22.85%+26.5pp | 28.67%+20.6pp | 29.43%+19.9pp |
| Employer contribution / active EE | $986 | $1,601-38.4% | $2,517-60.8% | $2,241-56.0% |
| Participant deferral / active EE | $2,043 | $2,775-26.4% | $4,155-50.8% | $3,767-45.8% |
| Admin fee / account holder | $8,840 | $4,489+96.9% | $7,231+22.3% | $2,969+197.8% |