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 | $29,690 | $42,894-30.8% | $60,874-51.2% | $68,494-56.7% |
| Participation rate | 65.3% | 66.8%-1.5pp | 73.1%-7.8pp | 67.9%-2.6pp |
| Annual return | -16.79% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,070 | $1,978-45.9% | $2,701-60.4% | $2,596-58.8% |
| Participant deferral / active EE | $3,344 | $2,867+16.7% | $3,817-12.4% | $4,027-17.0% |
| Admin fee / account holder | $2,493 | $3,101-19.6% | $3,224-22.7% | $5,403-53.9% |