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 | $16,879 | $46,674-63.8% | $117,472-85.6% | $68,494-75.4% |
| Participation rate | 44.2% | 56.8%-12.5pp | 70.6%-26.4pp | 67.9%-23.7pp |
| Annual return | -17.77% | -14.52%-3.3pp | 29.74%-47.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,109 | $1,505-26.3% | $4,176-73.4% | $2,596-57.3% |
| Participant deferral / active EE | $1,979 | $2,636-24.9% | $4,070-51.4% | $4,027-50.9% |
| Admin fee / account holder | $14,454 | $4,020+259.6% | $5,645+156.1% | $5,403+167.5% |