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 | $44,315 | $65,082-31.9% | $81,367-45.5% | $59,632-25.7% |
| Participation rate | 40.0% | 76.0%-36.0pp | 82.3%-42.3pp | 68.7%-28.7pp |
| Annual return | -0.44% | 1.16%-1.6pp | -0.92%+0.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,222 | $2,934-24.3% | $3,930-43.5% | $2,203+0.9% |
| Participant deferral / active EE | $1,814 | $4,083-55.6% | $5,383-66.3% | $3,192-43.2% |
| Admin fee / account holder | $1,019 | $7,582-86.6% | $8,926-88.6% | $4,297-76.3% |