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 | $26,686 | $59,805-55.4% | $79,550-66.5% | $68,494-61.0% |
| Participation rate | 68.3% | 61.1%+7.2pp | 69.5%-1.2pp | 67.9%+0.4pp |
| Annual return | -15.59% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $764 | $1,505-49.2% | $2,413-68.3% | $2,596-70.6% |
| Participant deferral / active EE | $2,059 | $3,024-31.9% | $3,985-48.3% | $4,027-48.9% |
| Admin fee / account holder | $1,364 | $4,835-71.8% | $6,832-80.0% | $5,403-74.7% |