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 | $21,982 | $29,548-25.6% | $56,411-61.0% | $77,643-71.7% |
| Participation rate | 17.2% | 32.7%-15.5pp | 52.5%-35.3pp | 70.6%-53.4pp |
| Annual return | 14.36% | 19.01%-4.7pp | 1701.33%-1687.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $96 | $568-83.0% | $1,039-90.7% | $2,726-96.5% |
| Participant deferral / active EE | $319 | $1,061-69.9% | $1,952-83.6% | $4,647-93.1% |
| Admin fee / account holder | $1,143 | $1,046+9.3% | $2,829-59.6% | $430+165.6% |