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 8-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 | $45,453 | $59,805-24.0% | $79,550-42.9% | $68,494-33.6% |
| Participation rate | 41.7% | 61.1%-19.4pp | 69.5%-27.8pp | 67.9%-26.2pp |
| Annual return | -18.99% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $900 | $1,505-40.2% | $2,413-62.7% | $2,596-65.3% |
| Participant deferral / active EE | $1,978 | $3,024-34.6% | $3,985-50.4% | $4,027-50.9% |
| Admin fee / account holder | $4,018 | $4,835-16.9% | $6,832-41.2% | $5,403-25.6% |