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 | $55,286 | $59,805-7.6% | $79,550-30.5% | $68,494-19.3% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.5%-49.5pp | 67.9%-47.9pp |
| Annual return | -18.80% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $962 | $1,505-36.1% | $2,413-60.1% | $2,596-62.9% |
| Participant deferral / active EE | $2,143 | $3,024-29.1% | $3,985-46.2% | $4,027-46.8% |
| Admin fee / account holder | $445 | $4,835-90.8% | $6,832-93.5% | $5,403-91.8% |