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 | $37,533 | $73,867-49.2% | $143,757-73.9% | $68,494-45.2% |
| Participation rate | 32.0% | 66.7%-34.7pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | -18.02% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $902 | $3,184-71.7% | $4,951-81.8% | $2,596-65.3% |
| Participant deferral / active EE | $1,380 | $3,384-59.2% | $5,637-75.5% | $4,027-65.7% |
| Admin fee / account holder | $673 | $5,755-88.3% | $14,673-95.4% | $5,403-87.5% |