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 | $38,360 | $85,790-55.3% | $67,313-43.0% | $135,375-71.7% |
| Participation rate | 57.9% | 76.5%-18.6pp | 69.1%-11.2pp | 82.6%-24.7pp |
| Annual return | -5.18% | -0.54%-4.6pp | -4.08%-1.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,478 | $3,487-57.6% | $2,566-42.4% | $4,779-69.1% |
| Participant deferral / active EE | $3,432 | $4,651-26.2% | $3,568-3.8% | $5,609-38.8% |
| Admin fee / account holder | $3,568 | $6,392-44.2% | $4,507-20.8% | $10,827-67.0% |