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 | $21,734 | $73,867-70.6% | $143,757-84.9% | $68,494-68.3% |
| Participation rate | 52.4% | 66.7%-14.2pp | 80.3%-27.9pp | 67.9%-15.4pp |
| Annual return | -12.04% | 1.01%-13.0pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,057 | $3,184-66.8% | $4,951-78.7% | $2,596-59.3% |
| Participant deferral / active EE | $1,875 | $3,384-44.6% | $5,637-66.7% | $4,027-53.5% |
| Admin fee / account holder | $689 | $5,755-88.0% | $14,673-95.3% | $5,403-87.2% |