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 | $46,937 | $50,958-7.9% | $74,550-37.0% | $64,186-26.9% |
| Participation rate | 37.1% | 61.1%-23.9pp | 69.1%-32.0pp | 69.6%-32.4pp |
| Annual return | -8.00% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $770 | $1,115-31.0% | $1,961-60.7% | $2,381-67.7% |
| Participant deferral / active EE | $1,404 | $2,301-39.0% | $3,108-54.8% | $3,470-59.5% |
| Admin fee / account holder | $3,103 | $4,223-26.5% | $5,060-38.7% | $4,888-36.5% |