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 | $57,252 | $131,829-56.6% | $108,579-47.3% | $273,961-79.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 3.23% | -91.57%+94.8pp | -51.70%+54.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,407 | $4,912-71.4% | $3,758-62.6% | $4,869-71.1% |
| Participant deferral / active EE | $3,139 | $5,127-38.8% | $4,311-27.2% | $5,287-40.6% |
| Admin fee / account holder | $16,894 | $10,252+64.8% | $7,645+121.0% | $10,132+66.7% |