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 | $34,880 | $39,798-12.4% | $67,711-48.5% | $59,632-41.5% |
| Participation rate | 46.3% | 57.4%-11.0pp | 67.5%-21.2pp | 68.7%-22.3pp |
| Annual return | 0.09% | 89.94%-89.8pp | 25.41%-25.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $373 | $1,393-73.2% | $2,559-85.4% | $2,203-83.1% |
| Participant deferral / active EE | $945 | $2,335-59.5% | $3,585-73.6% | $3,192-70.4% |
| Admin fee / account holder | $11,625 | $3,212+261.9% | $4,255+173.2% | $4,297+170.5% |