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 | $49,951 | $58,083-14.0% | $80,019-37.6% | $56,287-11.3% |
| Participation rate | 42.5% | 73.6%-31.2pp | 75.8%-33.4pp | 69.9%-27.4pp |
| Annual return | -5.38% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $442 | $1,932-77.1% | $2,468-82.1% | $2,111-79.1% |
| Participant deferral / active EE | $1,887 | $3,135-39.8% | $3,686-48.8% | $3,350-43.7% |
| Admin fee / account holder | $7,264 | $623+1066.7% | $6,521+11.4% | $521+1294.3% |