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 | $41,693 | $50,958-18.2% | $74,550-44.1% | $64,186-35.0% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.1%-25.7pp | 69.6%-26.1pp |
| Annual return | -6.61% | -1.86%-4.8pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $465 | $1,115-58.3% | $1,961-76.3% | $2,381-80.5% |
| Participant deferral / active EE | $2,189 | $2,301-4.9% | $3,108-29.6% | $3,470-36.9% |
| Admin fee / account holder | $3,075 | $4,223-27.2% | $5,060-39.2% | $4,888-37.1% |