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 | $42,763 | $86,699-50.7% | $73,307-41.7% | $125,391-65.9% |
| Participation rate | 46.7% | 78.6%-32.0pp | 74.9%-28.2pp | 83.2%-36.5pp |
| Annual return | -2.76% | 2.78%-5.5pp | 5.67%-8.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,674 | $4,152-59.7% | $3,237-48.3% | $4,866-65.6% |
| Participant deferral / active EE | $3,218 | $5,550-42.0% | $4,991-35.5% | $5,352-39.9% |
| Admin fee / account holder | $1,607 | $7,771-79.3% | $5,637-71.5% | $9,540-83.2% |