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 | $49,579 | $62,586-20.8% | $76,768-35.4% | $64,186-22.8% |
| Participation rate | 62.8% | 72.8%-10.0pp | 77.0%-14.1pp | 69.6%-6.7pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $738 | $1,832-59.7% | $2,485-70.3% | $2,381-69.0% |
| Participant deferral / active EE | $2,611 | $3,145-17.0% | $3,852-32.2% | $3,470-24.7% |
| Admin fee / account holder | $2,541 | $4,667-45.6% | $6,675-61.9% | $4,888-48.0% |