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 | $48,720 | $75,828-35.7% | $147,614-67.0% | $59,632-18.3% |
| Participation rate | 54.1% | 71.6%-17.5pp | 84.6%-30.6pp | 68.7%-14.6pp |
| Annual return | -0.26% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,486 | $3,485-28.7% | $5,564-55.3% | $2,203+12.9% |
| Participant deferral / active EE | $3,528 | $3,130+12.7% | $4,895-27.9% | $3,192+10.5% |
| Admin fee / account holder | $6,745 | $5,985+12.7% | $11,611-41.9% | $4,297+57.0% |