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 | $49,953 | $46,674+7.0% | $117,472-57.5% | $68,494-27.1% |
| Participation rate | 44.6% | 56.8%-12.2pp | 70.6%-26.0pp | 67.9%-23.3pp |
| Annual return | -17.06% | -14.52%-2.5pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $413 | $1,505-72.6% | $4,176-90.1% | $2,596-84.1% |
| Participant deferral / active EE | $1,522 | $2,636-42.3% | $4,070-62.6% | $4,027-62.2% |
| Admin fee / account holder | $1,254 | $4,020-68.8% | $5,645-77.8% | $5,403-76.8% |