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 | $75,855 | $52,681+44.0% | $75,781+0.1% | $59,632+27.2% |
| Participation rate | 64.1% | 67.2%-3.1pp | 75.8%-11.7pp | 68.7%-4.6pp |
| Annual return | 0.02% | 2.95%-2.9pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,693 | $2,193-22.8% | $3,323-49.1% | $2,203-23.1% |
| Participant deferral / active EE | $4,011 | $2,591+54.8% | $3,651+9.9% | $3,192+25.7% |
| Admin fee / account holder | $2,269 | $3,610-37.1% | $5,299-57.2% | $4,297-47.2% |