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 | $74,812 | $167,307-55.3% | $143,757-48.0% | $134,475-44.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -5.50% | 0.46%-6.0pp | -0.04%-5.5pp | 417.96%-423.5pp |
| Employer contribution / active EE | $1,789 | $5,619-68.2% | $4,951-63.9% | $4,740-62.3% |
| Participant deferral / active EE | $11,432 | $6,446+77.4% | $5,637+102.8% | $6,400+78.6% |
| Admin fee / account holder | $478 | $18,088-97.4% | $14,673-96.7% | $11,426-95.8% |