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 | $23,224 | $43,723-46.9% | $121,196-80.8% | $64,186-63.8% |
| Participation rate | 48.1% | 58.3%-10.2pp | 71.7%-23.6pp | 69.6%-21.4pp |
| Annual return | -5.44% | 68.91%-74.4pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $744 | $1,296-42.6% | $4,022-81.5% | $2,381-68.8% |
| Participant deferral / active EE | $1,617 | $2,280-29.1% | $3,344-51.7% | $3,470-53.4% |
| Admin fee / account holder | $378 | $3,501-89.2% | $5,019-92.5% | $4,888-92.3% |