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 | $29,789 | $81,900-63.6% | $119,609-75.1% | $68,494-56.5% |
| Participation rate | 45.2% | 71.9%-26.7pp | 79.3%-34.0pp | 67.9%-22.7pp |
| Annual return | -12.66% | -23.82%+11.2pp | -14.97%+2.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $944 | $2,693-64.9% | $4,232-77.7% | $2,596-63.6% |
| Participant deferral / active EE | $1,896 | $4,148-54.3% | $5,602-66.2% | $4,027-52.9% |
| Admin fee / account holder | $3,674 | $6,582-44.2% | $10,323-64.4% | $5,403-32.0% |