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 | $48,916 | $52,681-7.1% | $75,781-35.5% | $59,632-18.0% |
| Participation rate | 48.5% | 67.2%-18.7pp | 75.8%-27.3pp | 68.7%-20.1pp |
| Annual return | -2.08% | 2.95%-5.0pp | 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 | $3,621 | $2,591+39.8% | $3,651-0.8% | $3,192+13.5% |
| Admin fee / account holder | $5,821 | $3,610+61.3% | $5,299+9.8% | $4,297+35.5% |