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 | $27,126 | $29,660-8.5% | $56,411-51.9% | $80,856-66.5% |
| Participation rate | 35.3% | 41.6%-6.4pp | 52.5%-17.2pp | 67.6%-32.3pp |
| Annual return | 10.67% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $152 | $669-77.3% | $1,039-85.4% | $2,755-94.5% |
| Participant deferral / active EE | $431 | $1,226-64.9% | $1,952-77.9% | $4,296-90.0% |
| Admin fee / account holder | $9,418 | $2,428+288.0% | $2,829+232.9% | $6,918+36.1% |