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 | $47,659 | $64,707-26.3% | $112,228-57.5% | $68,494-30.4% |
| Participation rate | 29.9% | 67.2%-37.3pp | 75.1%-45.2pp | 67.9%-38.0pp |
| Annual return | -14.26% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,588 | $3,565-55.5% | $4,728-66.4% | $4,027-60.6% |
| Admin fee / account holder | $32,684 | $5,232+524.7% | $6,410+409.9% | $5,403+505.0% |