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 6-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 | $15,949 | $48,265-67.0% | $68,791-76.8% | $68,494-76.7% |
| Participation rate | 23.4% | 60.7%-37.3pp | 69.0%-45.6pp | 67.9%-44.5pp |
| Annual return | -19.04% | -12.71%-6.3pp | -6.38%-12.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $908 | $1,829-50.3% | $2,655-65.8% | $2,596-65.0% |
| Participant deferral / active EE | $1,376 | $2,867-52.0% | $3,941-65.1% | $4,027-65.8% |
| Admin fee / account holder | $1,208 | $4,355-72.3% | $4,932-75.5% | $5,403-77.6% |