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 | $20,638 | $42,383-51.3% | $76,523-73.0% | $64,186-67.8% |
| Participation rate | 39.3% | 58.1%-18.8pp | 68.0%-28.7pp | 69.6%-30.2pp |
| Annual return | -7.22% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $495 | $1,563-68.3% | $2,647-81.3% | $2,381-79.2% |
| Participant deferral / active EE | $1,863 | $2,566-27.4% | $3,835-51.4% | $3,470-46.3% |
| Admin fee / account holder | $1,209 | $3,198-62.2% | $4,848-75.1% | $4,888-75.3% |