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 | $41,775 | $211,958-80.3% | $169,463-75.3% | $135,375-69.1% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -3.02% | 3.26%-6.3pp | 1.83%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $420 | $5,120-91.8% | $4,159-89.9% | $4,779-91.2% |
| Participant deferral / active EE | $3,519 | $6,075-42.1% | $5,277-33.3% | $5,609-37.3% |
| Admin fee / account holder | $11,550 | $11,471+0.7% | $9,109+26.8% | $10,827+6.7% |