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 | $41,617 | $59,805-30.4% | $79,550-47.7% | $68,494-39.2% |
| Participation rate | 43.4% | 61.1%-17.7pp | 69.5%-26.1pp | 67.9%-24.5pp |
| Annual return | -13.81% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $325 | $1,505-78.4% | $2,413-86.5% | $2,596-87.5% |
| Participant deferral / active EE | $2,170 | $3,024-28.3% | $3,985-45.6% | $4,027-46.1% |
| Admin fee / account holder | $861 | $4,835-82.2% | $6,832-87.4% | $5,403-84.1% |