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 | $18,340 | $82,286-77.7% | $68,791-73.3% | $134,475-86.4% |
| Participation rate | 31.6% | 75.1%-43.5pp | 69.0%-37.4pp | 81.2%-49.6pp |
| Annual return | -15.53% | -2.19%-13.3pp | -6.38%-9.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,363 | $3,301-58.7% | $2,655-48.7% | $4,740-71.2% |
| Participant deferral / active EE | $3,164 | $4,739-33.2% | $3,941-19.7% | $6,400-50.6% |
| Admin fee / account holder | $5,708 | $6,481-11.9% | $4,932+15.7% | $11,426-50.0% |