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 | $26,835 | $43,723-38.6% | $121,196-77.9% | $64,186-58.2% |
| Participation rate | 57.8% | 58.3%-0.5pp | 71.7%-13.9pp | 69.6%-11.8pp |
| Annual return | -3.63% | 68.91%-72.5pp | 16.93%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,295 | $1,296-0.1% | $4,022-67.8% | $2,381-45.6% |
| Participant deferral / active EE | $2,013 | $2,280-11.7% | $3,344-39.8% | $3,470-42.0% |
| Admin fee / account holder | $11,894 | $3,501+239.7% | $5,019+137.0% | $4,888+143.3% |