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 | $20,147 | $73,867-72.7% | $143,757-86.0% | $68,494-70.6% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -12.27% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,268 | $3,184-60.2% | $4,951-74.4% | $2,596-51.1% |
| Participant deferral / active EE | $2,596 | $3,384-23.3% | $5,637-54.0% | $4,027-35.5% |
| Admin fee / account holder | $2,300 | $5,755-60.0% | $14,673-84.3% | $5,403-57.4% |