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 | $27,828 | $48,265-42.3% | $68,791-59.5% | $68,494-59.4% |
| Participation rate | 55.6% | 60.7%-5.1pp | 69.0%-13.5pp | 67.9%-12.3pp |
| Annual return | -15.77% | -12.71%-3.1pp | -6.38%-9.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,333 | $1,829-27.1% | $2,655-49.8% | $2,596-48.7% |
| Participant deferral / active EE | $2,210 | $2,867-22.9% | $3,941-43.9% | $4,027-45.1% |
| Admin fee / account holder | $3,217 | $4,355-26.1% | $4,932-34.8% | $5,403-40.5% |