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 | $23,341 | $58,577-60.2% | $83,333-72.0% | $64,186-63.6% |
| Participation rate | 53.6% | 72.0%-18.5pp | 77.8%-24.2pp | 69.6%-16.0pp |
| Annual return | -6.42% | 9.65%-16.1pp | 10.63%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $357 | $2,098-83.0% | $3,379-89.4% | $2,381-85.0% |
| Participant deferral / active EE | $2,033 | $4,654-56.3% | $5,565-63.5% | $3,470-41.4% |
| Admin fee / account holder | $3,590 | $9,275-61.3% | $7,510-52.2% | $4,888-26.6% |