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 | $32,994 | $81,900-59.7% | $119,609-72.4% | $68,494-51.8% |
| Participation rate | 57.1% | 71.9%-14.7pp | 79.3%-22.1pp | 67.9%-10.7pp |
| Annual return | -11.42% | -23.82%+12.4pp | -14.97%+3.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,254 | $2,693-53.4% | $4,232-70.4% | $2,596-51.7% |
| Participant deferral / active EE | $2,006 | $4,148-51.6% | $5,602-64.2% | $4,027-50.2% |
| Admin fee / account holder | $1,323 | $6,582-79.9% | $10,323-87.2% | $5,403-75.5% |