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 10-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 | $85,902 | $52,681+63.1% | $75,781+13.4% | $59,632+44.1% |
| Participation rate | 32.3% | 67.2%-35.0pp | 75.8%-43.6pp | 68.7%-36.4pp |
| Annual return | -2.13% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,667 | $2,591-35.7% | $3,651-54.4% | $3,192-47.8% |
| Admin fee / account holder | $1,198 | $3,610-66.8% | $5,299-77.4% | $4,297-72.1% |