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 3-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 | $20,578 | $59,107-65.2% | $86,436-76.2% | $68,494-70.0% |
| Participation rate | 51.4% | 75.2%-23.9pp | 80.3%-29.0pp | 67.9%-16.5pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,662 | $2,519+5.7% | $3,769-29.4% | $2,596+2.5% |
| Participant deferral / active EE | $4,210 | $5,901-28.7% | $6,952-39.4% | $4,027+4.5% |
| Admin fee / account holder | $6,695 | $5,637+18.8% | $6,731-0.5% | $5,403+23.9% |