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 | $33,637 | $72,404-53.5% | $110,238-69.5% | $64,186-47.6% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.3pp |
| Annual return | -6.01% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $586 | $2,282-74.3% | $3,826-84.7% | $2,381-75.4% |
| Participant deferral / active EE | $2,423 | $3,469-30.2% | $4,672-48.1% | $3,470-30.2% |
| Admin fee / account holder | $4,900 | $5,664-13.5% | $8,547-42.7% | $4,888+0.3% |