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 | $58,760 | $59,805-1.7% | $79,550-26.1% | $68,494-14.2% |
| Participation rate | 52.1% | 61.1%-9.0pp | 69.5%-17.4pp | 67.9%-15.8pp |
| Annual return | -17.48% | -12.30%-5.2pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $682 | $1,505-54.7% | $2,413-71.7% | $2,596-73.7% |
| Participant deferral / active EE | $4,912 | $3,024+62.4% | $3,985+23.3% | $4,027+22.0% |
| Admin fee / account holder | $1,318 | $4,835-72.7% | $6,832-80.7% | $5,403-75.6% |