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 | $63,030 | $77,813-19.0% | $123,544-49.0% | $64,186-1.8% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -3.04% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $970 | $3,014-67.8% | $4,628-79.0% | $2,381-59.2% |
| Participant deferral / active EE | $3,092 | $5,240-41.0% | $6,426-51.9% | $3,470-10.9% |
| Admin fee / account holder | $28,813 | $5,519+422.1% | $9,284+210.4% | $4,888+489.4% |