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 | $41,357 | $59,805-30.8% | $79,550-48.0% | $68,494-39.6% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.5%-13.2pp | 67.9%-11.6pp |
| Annual return | -14.38% | -12.30%-2.1pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,642 | $1,505+9.1% | $2,413-32.0% | $2,596-36.8% |
| Participant deferral / active EE | $3,635 | $3,024+20.2% | $3,985-8.8% | $4,027-9.7% |
| Admin fee / account holder | $712 | $4,835-85.3% | $6,832-89.6% | $5,403-86.8% |