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 | $53,801 | $72,404-25.7% | $110,238-51.2% | $64,186-16.2% |
| Participation rate | 37.7% | 73.3%-35.7pp | 79.8%-42.2pp | 69.6%-31.9pp |
| Annual return | -4.93% | -6.29%+1.4pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $617 | $2,282-73.0% | $3,826-83.9% | $2,381-74.1% |
| Participant deferral / active EE | $1,949 | $3,469-43.8% | $4,672-58.3% | $3,470-43.8% |
| Admin fee / account holder | $11,251 | $5,664+98.6% | $8,547+31.6% | $4,888+130.2% |