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 | $20,805 | $48,265-56.9% | $68,791-69.8% | $68,494-69.6% |
| Participation rate | 67.1% | 60.7%+6.4pp | 69.0%-2.0pp | 67.9%-0.8pp |
| Annual return | -17.05% | -12.71%-4.3pp | -6.38%-10.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $511 | $1,829-72.1% | $2,655-80.8% | $2,596-80.3% |
| Participant deferral / active EE | $2,498 | $2,867-12.8% | $3,941-36.6% | $4,027-38.0% |
| Admin fee / account holder | $2,213 | $4,355-49.2% | $4,932-55.1% | $5,403-59.0% |