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 | $14,708 | $97,044-84.8% | $83,333-82.4% | $135,375-89.1% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -4.22% | 12.31%-16.5pp | 10.63%-14.9pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,269 | $4,143-69.4% | $3,379-62.4% | $4,779-73.4% |
| Participant deferral / active EE | $10,361 | $5,964+73.7% | $5,565+86.2% | $5,609+84.7% |
| Admin fee / account holder | $37,883 | $8,380+352.1% | $7,510+404.4% | $10,827+249.9% |