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 | $53,614 | $127,100-57.8% | $105,738-49.3% | $135,375-60.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -7.59% | 4.49%-12.1pp | 6.27%-13.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,034 | $4,107-74.8% | $3,268-68.4% | $4,779-78.4% |
| Participant deferral / active EE | $1,694 | $5,064-66.5% | $4,080-58.5% | $5,609-69.8% |
| Admin fee / account holder | $5,300 | $9,087-41.7% | $6,913-23.3% | $10,827-51.0% |