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 | $41,304 | $61,660-33.0% | $80,019-48.4% | $64,186-35.6% |
| Participation rate | 37.8% | 71.7%-33.9pp | 75.8%-38.1pp | 69.6%-31.8pp |
| Annual return | 2.00% | -0.33%+2.3pp | 11.22%-9.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $764 | $1,810-57.8% | $2,468-69.0% | $2,381-67.9% |
| Participant deferral / active EE | $2,185 | $2,968-26.4% | $3,686-40.7% | $3,470-37.0% |
| Admin fee / account holder | $999 | $5,417-81.6% | $6,521-84.7% | $4,888-79.6% |