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 | $26,449 | $43,327-39.0% | $59,878-55.8% | $64,186-58.8% |
| Participation rate | 63.2% | 69.2%-6.0pp | 74.7%-11.5pp | 69.6%-6.4pp |
| Annual return | -1.55% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $415 | $2,028-79.5% | $2,722-84.7% | $2,381-82.6% |
| Participant deferral / active EE | $2,127 | $2,546-16.5% | $3,402-37.5% | $3,470-38.7% |
| Admin fee / account holder | $24,429 | $3,005+712.9% | $3,590+580.4% | $4,888+399.8% |