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 | $49,825 | $77,813-36.0% | $123,544-59.7% | $64,186-22.4% |
| Participation rate | 64.4% | 74.7%-10.3pp | 82.3%-17.9pp | 69.6%-5.2pp |
| Annual return | -5.48% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,700 | $3,014-43.6% | $4,628-63.3% | $2,381-28.6% |
| Participant deferral / active EE | $3,158 | $5,240-39.7% | $6,426-50.9% | $3,470-9.0% |
| Admin fee / account holder | $8,220 | $5,519+49.0% | $9,284-11.5% | $4,888+68.2% |