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 | $40,294 | $57,354-29.7% | $83,848-51.9% | $64,186-37.2% |
| Participation rate | 68.6% | 68.6%0pp | 76.1%-7.5pp | 69.6%-0.9pp |
| Annual return | -7.40% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,362 | $2,545-7.2% | $3,631-35.0% | $2,381-0.8% |
| Participant deferral / active EE | $4,538 | $2,993+51.6% | $4,082+11.2% | $3,470+30.8% |
| Admin fee / account holder | $2,932 | $4,046-27.5% | $5,478-46.5% | $4,888-40.0% |