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 | $48,078 | $46,674+3.0% | $117,472-59.1% | $68,494-29.8% |
| Participation rate | 15.0% | 56.8%-41.8pp | 70.6%-55.6pp | 67.9%-52.9pp |
| Annual return | -15.02% | -14.52%-0.5pp | 29.74%-44.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $878 | $2,636-66.7% | $4,070-78.4% | $4,027-78.2% |
| Admin fee / account holder | $7,894 | $4,020+96.4% | $5,645+39.8% | $5,403+46.1% |