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 8-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 | $26,974 | $57,354-53.0% | $83,848-67.8% | $64,186-58.0% |
| Participation rate | 34.3% | 68.6%-34.3pp | 76.1%-41.9pp | 69.6%-35.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $690 | $2,545-72.9% | $3,631-81.0% | $2,381-71.0% |
| Participant deferral / active EE | $2,177 | $2,993-27.3% | $4,082-46.7% | $3,470-37.3% |
| Admin fee / account holder | $343 | $4,046-91.5% | $5,478-93.7% | $4,888-93.0% |