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 | $37,724 | $59,805-36.9% | $79,550-52.6% | $68,494-44.9% |
| Participation rate | 46.9% | 61.1%-14.2pp | 69.5%-22.6pp | 67.9%-21.0pp |
| Annual return | -12.02% | -12.30%+0.3pp | 0.16%-12.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $352 | $1,505-76.6% | $2,413-85.4% | $2,596-86.4% |
| Participant deferral / active EE | $1,670 | $3,024-44.8% | $3,985-58.1% | $4,027-58.5% |
| Admin fee / account holder | $6,225 | $4,835+28.8% | $6,832-8.9% | $5,403+15.2% |