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 | $30,776 | $59,805-48.5% | $79,550-61.3% | $68,494-55.1% |
| Participation rate | 24.0% | 61.1%-37.1pp | 69.5%-45.5pp | 67.9%-43.9pp |
| Annual return | -19.03% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,090 | $1,505-27.6% | $2,413-54.8% | $2,596-58.0% |
| Participant deferral / active EE | $2,298 | $3,024-24.0% | $3,985-42.3% | $4,027-42.9% |
| Admin fee / account holder | $23,186 | $4,835+379.6% | $6,832+239.4% | $5,403+329.2% |