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 | $75,003 | $127,100-41.0% | $105,738-29.1% | $135,375-44.6% |
| Participation rate | 57.1% | 82.7%-25.6pp | 76.3%-19.2pp | 82.6%-25.5pp |
| Annual return | -4.34% | 4.49%-8.8pp | 6.27%-10.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,669 | $4,107-59.4% | $3,268-48.9% | $4,779-65.1% |
| Participant deferral / active EE | $4,298 | $5,064-15.1% | $4,080+5.4% | $5,609-23.4% |
| Admin fee / account holder | $5,448 | $9,087-40.0% | $6,913-21.2% | $10,827-49.7% |