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 | $21,613 | $48,265-55.2% | $68,791-68.6% | $68,494-68.4% |
| Participation rate | 26.9% | 60.7%-33.8pp | 69.0%-42.1pp | 67.9%-41.0pp |
| Annual return | -16.12% | -12.71%-3.4pp | -6.38%-9.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,038 | $1,829-43.2% | $2,655-60.9% | $2,596-60.0% |
| Participant deferral / active EE | $1,859 | $2,867-35.1% | $3,941-52.8% | $4,027-53.8% |
| Admin fee / account holder | $4,467 | $4,355+2.6% | $4,932-9.4% | $5,403-17.3% |