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 | $42,142 | $73,867-42.9% | $143,757-70.7% | $68,494-38.5% |
| Participation rate | 48.3% | 66.7%-18.4pp | 80.3%-32.0pp | 67.9%-19.6pp |
| Annual return | -16.77% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $825 | $3,184-74.1% | $4,951-83.3% | $2,596-68.2% |
| Participant deferral / active EE | $2,033 | $3,384-39.9% | $5,637-63.9% | $4,027-49.5% |
| Admin fee / account holder | $3,718 | $5,755-35.4% | $14,673-74.7% | $5,403-31.2% |