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 | $34,658 | $52,681-34.2% | $75,781-54.3% | $59,632-41.9% |
| Participation rate | 32.4% | 67.2%-34.8pp | 75.8%-43.4pp | 68.7%-36.3pp |
| Annual return | -2.39% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $703 | $2,193-67.9% | $3,323-78.8% | $2,203-68.1% |
| Participant deferral / active EE | $1,738 | $2,591-32.9% | $3,651-52.4% | $3,192-45.5% |
| Admin fee / account holder | $4,027 | $3,610+11.6% | $5,299-24.0% | $4,297-6.3% |