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 5-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 | $44,489 | $97,881-54.5% | $80,004-44.4% | $125,391-64.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -1.50% | 9.36%-10.9pp | 7.63%-9.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $806 | $3,128-74.2% | $2,473-67.4% | $4,866-83.4% |
| Participant deferral / active EE | $3,107 | $3,744-17.0% | $3,204-3.0% | $5,352-41.9% |
| Admin fee / account holder | $3,334 | $6,278-46.9% | $5,033-33.8% | $9,540-65.1% |