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 | $49,470 | $107,791-54.1% | $90,645-45.4% | $135,375-63.5% |
| Participation rate | 45.0% | 78.0%-33.0pp | 74.0%-29.0pp | 82.6%-37.6pp |
| Annual return | -7.85% | -0.90%-6.9pp | 1.88%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $474 | $3,018-84.3% | $2,532-81.3% | $4,779-90.1% |
| Participant deferral / active EE | $1,076 | $3,872-72.2% | $3,425-68.6% | $5,609-80.8% |
| Admin fee / account holder | $12,431 | $5,930+109.6% | $4,994+148.9% | $10,827+14.8% |