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 | $48,127 | $48,265-0.3% | $68,791-30.0% | $68,494-29.7% |
| Participation rate | 67.7% | 60.7%+7.1pp | 69.0%-1.3pp | 67.9%-0.1pp |
| Annual return | -15.16% | -12.71%-2.4pp | -6.38%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,990 | $1,829+8.8% | $2,655-25.1% | $2,596-23.4% |
| Participant deferral / active EE | $3,030 | $2,867+5.7% | $3,941-23.1% | $4,027-24.8% |
| Admin fee / account holder | $5,177 | $4,355+18.9% | $4,932+5.0% | $5,403-4.2% |