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 8-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 | $46,933 | $48,265-2.8% | $68,791-31.8% | $68,494-31.5% |
| Participation rate | 56.2% | 60.7%-4.5pp | 69.0%-12.9pp | 67.9%-11.7pp |
| Annual return | -18.80% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,740 | $1,829+49.8% | $2,655+3.2% | $2,596+5.5% |
| Participant deferral / active EE | $6,422 | $2,867+124.0% | $3,941+62.9% | $4,027+59.5% |
| Admin fee / account holder | $1,786 | $4,355-59.0% | $4,932-63.8% | $5,403-66.9% |