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 | $48,376 | $69,977-30.9% | $108,579-55.4% | $62,891-23.1% |
| Participation rate | 34.4% | 72.9%-38.5pp | 79.6%-45.2pp | 69.3%-34.9pp |
| Annual return | 4.80% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,076 | $2,135-49.6% | $3,758-71.4% | $2,281-52.8% |
| Participant deferral / active EE | $2,209 | $3,165-30.2% | $4,311-48.8% | $3,203-31.0% |
| Admin fee / account holder | $1,190 | $5,076-76.6% | $7,645-84.4% | $4,296-72.3% |