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 | $30,055 | $73,867-59.3% | $143,757-79.1% | $68,494-56.1% |
| Participation rate | 48.6% | 66.7%-18.1pp | 80.3%-31.7pp | 67.9%-19.3pp |
| Annual return | -17.78% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,209 | $3,184-62.0% | $4,951-75.6% | $2,596-53.4% |
| Participant deferral / active EE | $2,938 | $3,384-13.2% | $5,637-47.9% | $4,027-27.0% |
| Admin fee / account holder | $3,691 | $5,755-35.9% | $14,673-74.8% | $5,403-31.7% |