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 | $31,921 | $47,977-33.5% | $154,107-79.3% | $56,287-43.3% |
| Participation rate | 55.0% | 66.2%-11.1pp | 83.0%-28.0pp | 69.9%-14.8pp |
| Annual return | -3.16% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,248 | $2,169-42.4% | $5,298-76.4% | $2,111-40.9% |
| Participant deferral / active EE | $986 | $2,392-58.8% | $5,081-80.6% | $3,350-70.6% |
| Admin fee / account holder | $7,699 | $438+1656.9% | $13,411-42.6% | $521+1378.0% |