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 | $36,560 | $87,841-58.4% | $133,980-72.7% | $62,891-41.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 87.1%-24.6pp | 69.3%-6.8pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,447 | $3,483-29.8% | $5,211-53.1% | $2,281+7.3% |
| Participant deferral / active EE | $5,018 | $4,812+4.3% | $6,282-20.1% | $3,203+56.7% |
| Admin fee / account holder | $5,993 | $5,371+11.6% | $9,324-35.7% | $4,296+39.5% |