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 | $53,508 | $62,586-14.5% | $76,768-30.3% | $64,186-16.6% |
| Participation rate | 67.1% | 72.8%-5.7pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | -2.76% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $886 | $1,832-51.7% | $2,485-64.4% | $2,381-62.8% |
| Participant deferral / active EE | $2,892 | $3,145-8.0% | $3,852-24.9% | $3,470-16.7% |
| Admin fee / account holder | $21,370 | $4,667+357.9% | $6,675+220.2% | $4,888+337.2% |