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 | $48,459 | $59,186-18.1% | $76,768-36.9% | $56,287-13.9% |
| Participation rate | 58.5% | 75.2%-16.7pp | 77.0%-18.5pp | 69.9%-11.4pp |
| Annual return | -3.79% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $503 | $1,759-71.4% | $2,485-79.8% | $2,111-76.2% |
| Participant deferral / active EE | $2,549 | $3,255-21.7% | $3,852-33.8% | $3,350-23.9% |
| Admin fee / account holder | $6,074 | $489+1141.8% | $6,675-9.0% | $521+1065.9% |