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 | $25,822 | $73,867-65.0% | $143,757-82.0% | $68,494-62.3% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | -17.93% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $656 | $3,184-79.4% | $4,951-86.7% | $2,596-74.7% |
| Participant deferral / active EE | $1,308 | $3,384-61.4% | $5,637-76.8% | $4,027-67.5% |
| Admin fee / account holder | $472 | $5,755-91.8% | $14,673-96.8% | $5,403-91.3% |