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 | $52,365 | $85,790-39.0% | $67,313-22.2% | $135,375-61.3% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -6.24% | -0.54%-5.7pp | -4.08%-2.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,768 | $3,487-49.3% | $2,566-31.1% | $4,779-63.0% |
| Participant deferral / active EE | $3,534 | $4,651-24.0% | $3,568-1.0% | $5,609-37.0% |
| Admin fee / account holder | $4,116 | $6,392-35.6% | $4,507-8.7% | $10,827-62.0% |