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 | $49,212 | $82,664-40.5% | $125,339-60.7% | $68,494-28.2% |
| Participation rate | 63.4% | 75.0%-11.7pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,912 | $3,381-43.5% | $4,814-60.3% | $2,596-26.4% |
| Participant deferral / active EE | $3,402 | $6,110-44.3% | $7,446-54.3% | $4,027-15.5% |
| Admin fee / account holder | $1,139 | $6,275-81.9% | $10,010-88.6% | $5,403-78.9% |