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 | $60,325 | $73,867-18.3% | $143,757-58.0% | $68,494-11.9% |
| Participation rate | 46.9% | 66.7%-19.8pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -18.93% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,316 | $3,184-58.7% | $4,951-73.4% | $2,596-49.3% |
| Participant deferral / active EE | $2,108 | $3,384-37.7% | $5,637-62.6% | $4,027-47.7% |
| Admin fee / account holder | $10,435 | $5,755+81.3% | $14,673-28.9% | $5,403+93.1% |