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 | $45,074 | $92,222-51.1% | $76,768-41.3% | $135,375-66.7% |
| Participation rate | 42.1% | 79.8%-37.7pp | 77.0%-34.9pp | 82.6%-40.5pp |
| Annual return | -6.81% | 5.46%-12.3pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $812 | $3,216-74.7% | $2,485-67.3% | $4,779-83.0% |
| Participant deferral / active EE | $1,811 | $4,509-59.8% | $3,852-53.0% | $5,609-67.7% |
| Admin fee / account holder | $1,189 | $10,748-88.9% | $6,675-82.2% | $10,827-89.0% |