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 | $43,964 | $52,836-16.8% | $105,738-58.4% | $64,186-31.5% |
| Participation rate | 52.0% | 66.5%-14.5pp | 76.3%-24.3pp | 69.6%-17.6pp |
| Annual return | -3.87% | 14.30%-18.2pp | 6.27%-10.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $882 | $1,827-51.7% | $3,268-73.0% | $2,381-63.0% |
| Participant deferral / active EE | $1,923 | $2,545-24.4% | $4,080-52.9% | $3,470-44.6% |
| Admin fee / account holder | $8,096 | $3,959+104.5% | $6,913+17.1% | $4,888+65.6% |