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 | $25,266 | $76,000-66.8% | $154,107-83.6% | $64,186-60.6% |
| Participation rate | 54.4% | 70.4%-16.0pp | 83.0%-28.6pp | 69.6%-15.2pp |
| Annual return | 1.30% | 30.32%-29.0pp | 735.12%-733.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $1,026 | $3,351-69.4% | $5,298-80.6% | $2,381-56.9% |
| Participant deferral / active EE | $1,265 | $3,175-60.2% | $5,081-75.1% | $3,470-63.5% |
| Admin fee / account holder | $4,672 | $5,596-16.5% | $13,411-65.2% | $4,888-4.4% |