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 | $41,305 | $95,862-56.9% | $79,550-48.1% | $134,475-69.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -11.95% | -2.69%-9.3pp | 0.16%-12.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $813 | $3,128-74.0% | $2,413-66.3% | $4,740-82.8% |
| Participant deferral / active EE | $5,824 | $4,693+24.1% | $3,985+46.1% | $6,400-9.0% |
| Admin fee / account holder | $30,248 | $9,126+231.4% | $6,832+342.7% | $11,426+164.7% |