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 | $34,344 | $34,308+0.1% | $74,701-54.0% | $72,985-52.9% |
| Participation rate | 42.2% | 42.4%-0.2pp | 54.5%-12.3pp | 69.5%-27.3pp |
| Annual return | 19.30% | 26.58%-7.3pp | 752.92%-733.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $395 | $692-42.9% | $1,084-63.5% | $2,440-83.8% |
| Participant deferral / active EE | $2,067 | $1,271+62.5% | $1,964+5.2% | $3,607-42.7% |
| Admin fee / account holder | $3,649 | $2,124+71.8% | $3,333+9.5% | $5,124-28.8% |