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 | $45,837 | $211,958-78.4% | $169,463-73.0% | $135,375-66.1% |
| Participation rate | 64.3% | 82.6%-18.3pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | -6.46% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,938 | $5,120-62.2% | $4,159-53.4% | $4,779-59.5% |
| Participant deferral / active EE | $4,687 | $6,075-22.9% | $5,277-11.2% | $5,609-16.4% |
| Admin fee / account holder | $2,506 | $11,471-78.2% | $9,109-72.5% | $10,827-76.9% |