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 | $19,103 | $45,152-57.7% | $73,843-74.1% | $59,632-68.0% |
| Participation rate | 65.9% | 64.0%+1.9pp | 73.4%-7.5pp | 68.7%-2.8pp |
| Annual return | -1.27% | 27.40%-28.7pp | 2267.84%-2269.1pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,000 | $1,902-47.4% | $2,787-64.1% | $2,203-54.6% |
| Participant deferral / active EE | $1,735 | $2,574-32.6% | $3,583-51.6% | $3,192-45.6% |
| Admin fee / account holder | $3,426 | $3,516-2.6% | $4,880-29.8% | $4,297-20.3% |