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 | $48,561 | $42,383+14.6% | $76,523-36.5% | $64,186-24.3% |
| Participation rate | 29.3% | 58.1%-28.9pp | 68.0%-38.7pp | 69.6%-40.3pp |
| Annual return | -2.66% | -16.54%+13.9pp | -0.27%-2.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $948 | $1,563-39.4% | $2,647-64.2% | $2,381-60.2% |
| Participant deferral / active EE | $1,209 | $2,566-52.9% | $3,835-68.5% | $3,470-65.2% |
| Admin fee / account holder | $22,494 | $3,198+603.4% | $4,848+364.0% | $4,888+360.2% |