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 | $22,552 | $59,805-62.3% | $79,550-71.7% | $68,494-67.1% |
| Participation rate | 51.6% | 61.1%-9.5pp | 69.5%-17.9pp | 67.9%-16.3pp |
| Annual return | -11.77% | -12.30%+0.5pp | 0.16%-11.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $520 | $1,505-65.4% | $2,413-78.4% | $2,596-80.0% |
| Participant deferral / active EE | $1,375 | $3,024-54.5% | $3,985-65.5% | $4,027-65.9% |
| Admin fee / account holder | $13,010 | $4,835+169.1% | $6,832+90.4% | $5,403+140.8% |