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 | $38,090 | $76,000-49.9% | $154,107-75.3% | $64,186-40.7% |
| Participation rate | 60.4% | 70.4%-10.0pp | 83.0%-22.6pp | 69.6%-9.1pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $763 | $3,351-77.2% | $5,298-85.6% | $2,381-67.9% |
| Participant deferral / active EE | $1,068 | $3,175-66.4% | $5,081-79.0% | $3,470-69.2% |
| Admin fee / account holder | $4,667 | $5,596-16.6% | $13,411-65.2% | $4,888-4.5% |