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 | $15,841 | $45,863-65.5% | $77,024-79.4% | $68,494-76.9% |
| Participation rate | 21.4% | 55.9%-34.5pp | 67.9%-46.5pp | 67.9%-46.5pp |
| Annual return | -16.00% | 1.72%-17.7pp | 42.32%-58.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,020 | $2,962-31.8% | $4,426-54.4% | $4,027-49.8% |
| Admin fee / account holder | $4,087 | $3,041+34.4% | $5,425-24.7% | $5,403-24.4% |