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 | $21,649 | $53,162-59.3% | $91,220-76.3% | $68,494-68.4% |
| Participation rate | 39.0% | 63.2%-24.2pp | 73.2%-34.2pp | 67.9%-28.9pp |
| Annual return | -15.74% | -3.14%-12.6pp | 114.01%-129.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $692 | $1,709-59.5% | $2,850-75.7% | $2,596-73.3% |
| Participant deferral / active EE | $2,448 | $2,974-17.7% | $4,234-42.2% | $4,027-39.2% |
| Admin fee / account holder | $1,310 | $4,493-70.9% | $5,420-75.8% | $5,403-75.8% |