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 | $25,115 | $72,177-65.2% | $115,037-78.2% | $59,632-57.9% |
| Participation rate | 67.3% | 72.6%-5.2pp | 81.4%-14.1pp | 68.7%-1.4pp |
| Annual return | -0.34% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,879 | $2,841-33.9% | $4,608-59.2% | $2,203-14.7% |
| Participant deferral / active EE | $3,685 | $4,783-22.9% | $6,026-38.8% | $3,192+15.5% |
| Admin fee / account holder | $753 | $4,927-84.7% | $8,175-90.8% | $4,297-82.5% |