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 | $40,412 | $56,484-28.5% | $169,463-76.2% | $64,186-37.0% |
| Participation rate | 55.8% | 64.5%-8.7pp | 77.8%-22.0pp | 69.6%-13.8pp |
| Annual return | -6.78% | -1.55%-5.2pp | 1.83%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,167 | $1,832-36.3% | $4,159-71.9% | $2,381-51.0% |
| Participant deferral / active EE | $2,095 | $3,448-39.2% | $5,277-60.3% | $3,470-39.6% |
| Admin fee / account holder | $1,221 | $4,174-70.7% | $9,109-86.6% | $4,888-75.0% |