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 | $19,360 | $59,805-67.6% | $79,550-75.7% | $68,494-71.7% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.5%-13.7pp | 67.9%-12.1pp |
| Annual return | -16.63% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,736 | $3,024-9.5% | $3,985-31.4% | $4,027-32.1% |
| Admin fee / account holder | $3,315 | $4,835-31.4% | $6,832-51.5% | $5,403-38.6% |