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 | $41,391 | $82,286-49.7% | $68,791-39.8% | $134,475-69.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -11.87% | -2.19%-9.7pp | -6.38%-5.5pp | 417.96%-429.8pp |
| Employer contribution / active EE | $962 | $3,301-70.9% | $2,655-63.8% | $4,740-79.7% |
| Participant deferral / active EE | $1,941 | $4,739-59.0% | $3,941-50.8% | $6,400-69.7% |
| Admin fee / account holder | $1,810 | $6,481-72.1% | $4,932-63.3% | $11,426-84.2% |