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 | $47,143 | $45,863+2.8% | $77,024-38.8% | $68,494-31.2% |
| Participation rate | 27.0% | 55.9%-28.9pp | 67.9%-40.9pp | 67.9%-40.9pp |
| Annual return | -19.44% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $601 | $1,650-63.6% | $2,812-78.6% | $2,596-76.9% |
| Participant deferral / active EE | $1,866 | $2,962-37.0% | $4,426-57.9% | $4,027-53.7% |
| Admin fee / account holder | $1,185 | $3,041-61.0% | $5,425-78.1% | $5,403-78.1% |