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 | $35,168 | $43,723-19.6% | $121,196-71.0% | $64,186-45.2% |
| Participation rate | 47.8% | 58.3%-10.5pp | 71.7%-23.9pp | 69.6%-21.7pp |
| Annual return | -5.90% | 68.91%-74.8pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $417 | $1,296-67.8% | $4,022-89.6% | $2,381-82.5% |
| Participant deferral / active EE | $1,282 | $2,280-43.8% | $3,344-61.7% | $3,470-63.0% |
| Admin fee / account holder | $5,056 | $3,501+44.4% | $5,019+0.7% | $4,888+3.4% |