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 | $25,586 | $57,354-55.4% | $83,848-69.5% | $64,186-60.1% |
| Participation rate | 46.2% | 68.6%-22.5pp | 76.1%-30.0pp | 69.6%-23.4pp |
| Annual return | -7.16% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,682 | $2,545-33.9% | $3,631-53.7% | $2,381-29.4% |
| Participant deferral / active EE | $3,833 | $2,993+28.0% | $4,082-6.1% | $3,470+10.5% |
| Admin fee / account holder | $3,645 | $4,046-9.9% | $5,478-33.5% | $4,888-25.4% |