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 | $49,498 | $81,840-39.5% | $63,412-21.9% | $125,391-60.5% |
| Participation rate | 36.4% | 73.0%-36.7pp | 67.1%-30.7pp | 83.2%-46.8pp |
| Annual return | -0.55% | -0.10%-0.5pp | 4.04%-4.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,520 | $3,064-50.4% | $2,496-39.1% | $5,352-71.6% |
| Admin fee / account holder | $11,986 | $4,951+142.1% | $3,753+219.4% | $9,540+25.6% |