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 | $45,446 | $59,805-24.0% | $79,550-42.9% | $68,494-33.7% |
| Participation rate | 52.3% | 61.1%-8.8pp | 69.5%-17.2pp | 67.9%-15.6pp |
| Annual return | -16.13% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $331 | $1,505-78.0% | $2,413-86.3% | $2,596-87.3% |
| Participant deferral / active EE | $2,526 | $3,024-16.5% | $3,985-36.6% | $4,027-37.3% |
| Admin fee / account holder | $300 | $4,835-93.8% | $6,832-95.6% | $5,403-94.4% |