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 | $38,229 | $72,404-47.2% | $110,238-65.3% | $64,186-40.4% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.7pp |
| Annual return | 0.05% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $578 | $2,282-74.7% | $3,826-84.9% | $2,381-75.7% |
| Participant deferral / active EE | $1,777 | $3,469-48.8% | $4,672-62.0% | $3,470-48.8% |
| Admin fee / account holder | $580 | $5,664-89.8% | $8,547-93.2% | $4,888-88.1% |