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 | $27,941 | $59,805-53.3% | $79,550-64.9% | $68,494-59.2% |
| Participation rate | 47.5% | 61.1%-13.5pp | 69.5%-21.9pp | 67.9%-20.3pp |
| Annual return | -13.68% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,204 | $3,024-27.1% | $3,985-44.7% | $4,027-45.3% |
| Admin fee / account holder | $2,051 | $4,835-57.6% | $6,832-70.0% | $5,403-62.0% |