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 | $35,613 | $42,894-17.0% | $60,874-41.5% | $68,494-48.0% |
| Participation rate | 54.3% | 66.8%-12.4pp | 73.1%-18.8pp | 67.9%-13.5pp |
| Annual return | -15.05% | -13.98%-1.1pp | 16.90%-31.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $434 | $1,978-78.0% | $2,701-83.9% | $2,596-83.3% |
| Participant deferral / active EE | $2,370 | $2,867-17.3% | $3,817-37.9% | $4,027-41.1% |
| Admin fee / account holder | $2,484 | $3,101-19.9% | $3,224-23.0% | $5,403-54.0% |