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 | $32,242 | $50,958-36.7% | $74,550-56.8% | $64,186-49.8% |
| Participation rate | 51.1% | 61.1%-9.9pp | 69.1%-18.0pp | 69.6%-18.5pp |
| Annual return | -4.98% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $222 | $1,115-80.1% | $1,961-88.7% | $2,381-90.7% |
| Participant deferral / active EE | $1,651 | $2,301-28.3% | $3,108-46.9% | $3,470-52.4% |
| Admin fee / account holder | $609 | $4,223-85.6% | $5,060-88.0% | $4,888-87.5% |