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 6-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 | $21,794 | $100,754-78.4% | $86,677-74.9% | $134,475-83.8% |
| Participation rate | 47.4% | 78.9%-31.6pp | 76.6%-29.2pp | 81.2%-33.9pp |
| Annual return | -20.23% | 29.04%-49.3pp | 35.91%-56.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,371 | $3,489-60.7% | $2,836-51.7% | $4,740-71.1% |
| Participant deferral / active EE | $2,727 | $5,338-48.9% | $4,656-41.4% | $6,400-57.4% |
| Admin fee / account holder | $408 | $10,926-96.3% | $7,493-94.6% | $11,426-96.4% |