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 | $47,588 | $62,586-24.0% | $76,768-38.0% | $64,186-25.9% |
| Participation rate | 63.5% | 72.8%-9.4pp | 77.0%-13.5pp | 69.6%-6.1pp |
| Annual return | -6.50% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $988 | $1,832-46.1% | $2,485-60.2% | $2,381-58.5% |
| Participant deferral / active EE | $2,364 | $3,145-24.8% | $3,852-38.6% | $3,470-31.9% |
| Admin fee / account holder | $3,485 | $4,667-25.3% | $6,675-47.8% | $4,888-28.7% |