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 | $30,326 | $72,177-58.0% | $115,037-73.6% | $59,632-49.1% |
| Participation rate | 46.4% | 72.6%-26.1pp | 81.4%-34.9pp | 68.7%-22.2pp |
| Annual return | 0.57% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $959 | $2,841-66.2% | $4,608-79.2% | $2,203-56.5% |
| Participant deferral / active EE | $2,549 | $4,783-46.7% | $6,026-57.7% | $3,192-20.1% |
| Admin fee / account holder | $319 | $4,927-93.5% | $8,175-96.1% | $4,297-92.6% |