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 | $49,003 | $59,805-18.1% | $79,550-38.4% | $68,494-28.5% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.7pp |
| Annual return | -15.18% | -12.30%-2.9pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $686 | $1,505-54.4% | $2,413-71.6% | $2,596-73.6% |
| Participant deferral / active EE | $3,233 | $3,024+6.9% | $3,985-18.9% | $4,027-19.7% |
| Admin fee / account holder | $6,969 | $4,835+44.2% | $6,832+2.0% | $5,403+29.0% |