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 | $9,585 | $42,383-77.4% | $76,523-87.5% | $64,186-85.1% |
| Participation rate | 63.8% | 58.1%+5.7pp | 68.0%-4.2pp | 69.6%-5.7pp |
| Annual return | -8.21% | -16.54%+8.3pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $635 | $1,563-59.4% | $2,647-76.0% | $2,381-73.3% |
| Participant deferral / active EE | $909 | $2,566-64.6% | $3,835-76.3% | $3,470-73.8% |
| Admin fee / account holder | $1,435 | $3,198-55.1% | $4,848-70.4% | $4,888-70.6% |