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 | $38,029 | $73,867-48.5% | $143,757-73.5% | $68,494-44.5% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -18.60% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,089 | $3,184-65.8% | $4,951-78.0% | $2,596-58.0% |
| Participant deferral / active EE | $2,578 | $3,384-23.8% | $5,637-54.3% | $4,027-36.0% |
| Admin fee / account holder | $315 | $5,755-94.5% | $14,673-97.9% | $5,403-94.2% |