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 | $42,146 | $50,958-17.3% | $74,550-43.5% | $64,186-34.3% |
| Participation rate | 60.9% | 61.1%-0.2pp | 69.1%-8.3pp | 69.6%-8.7pp |
| Annual return | 5.97% | -1.86%+7.8pp | 32.53%-26.6pp | 7.63%-1.7pp |
| Employer contribution / active EE | $234 | $1,115-79.0% | $1,961-88.0% | $2,381-90.2% |
| Participant deferral / active EE | $1,217 | $2,301-47.1% | $3,108-60.9% | $3,470-64.9% |
| Admin fee / account holder | $13,521 | $4,223+220.2% | $5,060+167.2% | $4,888+176.6% |