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 | $22,441 | $46,674-51.9% | $117,472-80.9% | $68,494-67.2% |
| Participation rate | 53.7% | 56.8%-3.0pp | 70.6%-16.9pp | 67.9%-14.2pp |
| Annual return | -16.97% | -14.52%-2.5pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $453 | $1,505-69.9% | $4,176-89.2% | $2,596-82.6% |
| Participant deferral / active EE | $3,026 | $2,636+14.8% | $4,070-25.6% | $4,027-24.8% |
| Admin fee / account holder | $1,043 | $4,020-74.0% | $5,645-81.5% | $5,403-80.7% |