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 | $50,213 | $75,828-33.8% | $147,614-66.0% | $59,632-15.8% |
| Participation rate | 60.0% | 71.6%-11.6pp | 84.6%-24.6pp | 68.7%-8.7pp |
| Annual return | 0.27% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $808 | $3,485-76.8% | $5,564-85.5% | $2,203-63.3% |
| Participant deferral / active EE | $1,062 | $3,130-66.1% | $4,895-78.3% | $3,192-66.7% |
| Admin fee / account holder | $2,625 | $5,985-56.1% | $11,611-77.4% | $4,297-38.9% |