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 | $97,198 | $158,817-38.8% | $121,196-19.8% | $135,375-28.2% |
| Participation rate | 52.2% | 79.3%-27.1pp | 71.7%-19.6pp | 82.6%-30.5pp |
| Annual return | -3.42% | -0.64%-2.8pp | 16.93%-20.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,618 | $5,665-71.4% | $4,022-59.8% | $4,779-66.2% |
| Participant deferral / active EE | $3,182 | $4,005-20.6% | $3,344-4.9% | $5,609-43.3% |
| Admin fee / account holder | $6,944 | $6,512+6.6% | $5,019+38.3% | $10,827-35.9% |