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 | $17,957 | $32,037-44.0% | $69,182-74.0% | $62,891-71.4% |
| Participation rate | 58.0% | 43.4%+14.5pp | 55.1%+2.8pp | 69.3%-11.4pp |
| Annual return | 7.34% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,189 | $1,185+0.3% | $1,897-37.3% | $3,203-62.9% |
| Admin fee / account holder | $3,884 | $2,608+48.9% | $2,697+44.0% | $4,296-9.6% |