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 | $60,846 | $48,265+26.1% | $68,791-11.5% | $68,494-11.2% |
| Participation rate | 26.0% | 60.7%-34.7pp | 69.0%-43.0pp | 67.9%-41.9pp |
| Annual return | -4.70% | -12.71%+8.0pp | -6.38%+1.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $552 | $1,829-69.8% | $2,655-79.2% | $2,596-78.8% |
| Participant deferral / active EE | $1,616 | $2,867-43.6% | $3,941-59.0% | $4,027-59.9% |
| Admin fee / account holder | $10,121 | $4,355+132.4% | $4,932+105.2% | $5,403+87.3% |