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 | $25,491 | $71,883-64.5% | $86,677-70.6% | $68,494-62.8% |
| Participation rate | 53.6% | 72.2%-18.7pp | 76.6%-23.0pp | 67.9%-14.3pp |
| Annual return | -15.64% | 3.52%-19.2pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $599 | $2,173-72.4% | $2,836-78.9% | $2,596-76.9% |
| Participant deferral / active EE | $2,796 | $3,779-26.0% | $4,656-39.9% | $4,027-30.6% |
| Admin fee / account holder | $3,847 | $6,112-37.1% | $7,493-48.7% | $5,403-28.8% |