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 | $61,304 | $77,813-21.2% | $123,544-50.4% | $64,186-4.5% |
| Participation rate | 60.6% | 74.7%-14.1pp | 82.3%-21.7pp | 69.6%-9.0pp |
| Annual return | -2.37% | 12.48%-14.9pp | 119.20%-121.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,014 | $3,014-33.2% | $4,628-56.5% | $2,381-15.4% |
| Participant deferral / active EE | $5,401 | $5,240+3.1% | $6,426-15.9% | $3,470+55.7% |
| Admin fee / account holder | $4,482 | $5,519-18.8% | $9,284-51.7% | $4,888-8.3% |