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 | $47,358 | $211,958-77.7% | $169,463-72.1% | $135,375-65.0% |
| Participation rate | 54.2% | 82.6%-28.5pp | 77.8%-23.6pp | 82.6%-28.5pp |
| Annual return | -3.58% | 3.26%-6.8pp | 1.83%-5.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $985 | $5,120-80.8% | $4,159-76.3% | $4,779-79.4% |
| Participant deferral / active EE | $1,211 | $6,075-80.1% | $5,277-77.0% | $5,609-78.4% |
| Admin fee / account holder | $414 | $11,471-96.4% | $9,109-95.5% | $10,827-96.2% |