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 4-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 | $13,644 | $73,867-81.5% | $143,757-90.5% | $68,494-80.1% |
| Participation rate | 54.7% | 66.7%-11.9pp | 80.3%-25.6pp | 67.9%-13.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,157 | $3,184-63.6% | $4,951-76.6% | $2,596-55.4% |
| Participant deferral / active EE | $2,484 | $3,384-26.6% | $5,637-55.9% | $4,027-38.3% |
| Admin fee / account holder | $312 | $5,755-94.6% | $14,673-97.9% | $5,403-94.2% |