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 | $24,391 | $73,867-67.0% | $143,757-83.0% | $68,494-64.4% |
| Participation rate | 64.3% | 66.7%-2.4pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -13.82% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $842 | $3,184-73.6% | $4,951-83.0% | $2,596-67.6% |
| Participant deferral / active EE | $2,909 | $3,384-14.1% | $5,637-48.4% | $4,027-27.8% |
| Admin fee / account holder | $2,911 | $5,755-49.4% | $14,673-80.2% | $5,403-46.1% |