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 | $48,660 | $76,000-36.0% | $154,107-68.4% | $64,186-24.2% |
| Participation rate | 65.9% | 70.4%-4.6pp | 83.0%-17.2pp | 69.6%-3.7pp |
| Annual return | -5.48% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $650 | $3,351-80.6% | $5,298-87.7% | $2,381-72.7% |
| Participant deferral / active EE | $1,764 | $3,175-44.4% | $5,081-65.3% | $3,470-49.2% |
| Admin fee / account holder | $11,635 | $5,596+107.9% | $13,411-13.2% | $4,888+138.0% |