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 | $60,000 | $131,829-54.5% | $108,579-44.7% | $273,961-78.1% |
| Participation rate | 68.2% | 83.5%-15.3pp | 79.6%-11.4pp | 83.0%-14.8pp |
| Annual return | 6.97% | -91.57%+98.5pp | -51.70%+58.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,110 | $5,127-58.8% | $4,311-51.0% | $5,287-60.1% |
| Admin fee / account holder | $724 | $10,252-92.9% | $7,645-90.5% | $10,132-92.9% |