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 | $33,694 | $42,894-21.4% | $60,874-44.6% | $68,494-50.8% |
| Participation rate | 56.7% | 66.8%-10.1pp | 73.1%-16.4pp | 67.9%-11.2pp |
| Annual return | -12.15% | -13.98%+1.8pp | 16.90%-29.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,772 | $1,978-10.4% | $2,701-34.4% | $2,596-31.7% |
| Participant deferral / active EE | $2,509 | $2,867-12.5% | $3,817-34.3% | $4,027-37.7% |
| Admin fee / account holder | $1,212 | $3,101-60.9% | $3,224-62.4% | $5,403-77.6% |