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 | $40,001 | $64,707-38.2% | $112,228-64.4% | $68,494-41.6% |
| Participation rate | 56.7% | 67.2%-10.5pp | 75.1%-18.4pp | 67.9%-11.2pp |
| Annual return | -16.64% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,120 | $2,746-59.2% | $3,635-69.2% | $2,596-56.8% |
| Participant deferral / active EE | $1,795 | $3,565-49.7% | $4,728-62.0% | $4,027-55.4% |
| Admin fee / account holder | $11,953 | $5,232+128.5% | $6,410+86.5% | $5,403+121.2% |