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 | $24,446 | $57,354-57.4% | $83,848-70.8% | $64,186-61.9% |
| Participation rate | 29.4% | 68.6%-39.2pp | 76.1%-46.7pp | 69.6%-40.2pp |
| Annual return | -7.71% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,009 | $2,545-60.4% | $3,631-72.2% | $2,381-57.6% |
| Participant deferral / active EE | $2,461 | $2,993-17.8% | $4,082-39.7% | $3,470-29.1% |
| Admin fee / account holder | $2,110 | $4,046-47.8% | $5,478-61.5% | $4,888-56.8% |