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 | $25,634 | $73,004-64.9% | $90,749-71.8% | $68,494-62.6% |
| Participation rate | 67.2% | 70.8%-3.6pp | 75.7%-8.5pp | 67.9%-0.7pp |
| Annual return | -16.26% | -13.81%-2.4pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,671 | $2,193-23.8% | $2,921-42.8% | $2,596-35.7% |
| Participant deferral / active EE | $3,030 | $3,627-16.4% | $4,564-33.6% | $4,027-24.8% |
| Admin fee / account holder | $3,385 | $5,896-42.6% | $8,445-59.9% | $5,403-37.4% |