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 | $25,276 | $73,867-65.8% | $143,757-82.4% | $68,494-63.1% |
| Participation rate | 28.8% | 66.7%-37.9pp | 80.3%-51.5pp | 67.9%-39.1pp |
| Annual return | -17.49% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $520 | $3,184-83.7% | $4,951-89.5% | $2,596-80.0% |
| Participant deferral / active EE | $1,040 | $3,384-69.3% | $5,637-81.6% | $4,027-74.2% |
| Admin fee / account holder | $7,716 | $5,755+34.1% | $14,673-47.4% | $5,403+42.8% |