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 | $11,417 | $73,867-84.5% | $143,757-92.1% | $68,494-83.3% |
| Participation rate | 55.1% | 66.7%-11.6pp | 80.3%-25.2pp | 67.9%-12.8pp |
| Annual return | -12.30% | 1.01%-13.3pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $679 | $3,184-78.7% | $4,951-86.3% | $2,596-73.8% |
| Participant deferral / active EE | $1,026 | $3,384-69.7% | $5,637-81.8% | $4,027-74.5% |
| Admin fee / account holder | $8,400 | $5,755+46.0% | $14,673-42.7% | $5,403+55.5% |