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 | $55,168 | $77,813-29.1% | $123,544-55.3% | $64,186-14.0% |
| Participation rate | 56.6% | 74.7%-18.1pp | 82.3%-25.7pp | 69.6%-13.0pp |
| Annual return | -5.76% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,837 | $3,014-5.9% | $4,628-38.7% | $2,381+19.2% |
| Participant deferral / active EE | $7,986 | $5,240+52.4% | $6,426+24.3% | $3,470+130.2% |
| Admin fee / account holder | $4,014 | $5,519-27.3% | $9,284-56.8% | $4,888-17.9% |