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 | $74,625 | $107,791-30.8% | $90,645-17.7% | $135,375-44.9% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -5.22% | -0.90%-4.3pp | 1.88%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,844 | $3,018-38.9% | $2,532-27.2% | $4,779-61.4% |
| Participant deferral / active EE | $6,067 | $3,872+56.7% | $3,425+77.2% | $5,609+8.2% |
| Admin fee / account holder | $454 | $5,930-92.3% | $4,994-90.9% | $10,827-95.8% |