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 | $40,006 | $79,633-49.8% | $93,789-57.3% | $68,494-41.6% |
| Participation rate | 54.5% | 75.4%-20.8pp | 81.0%-26.4pp | 67.9%-13.3pp |
| Annual return | -17.31% | -0.10%-17.2pp | -11.33%-6.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,009 | $3,665-45.2% | $4,323-53.5% | $2,596-22.6% |
| Participant deferral / active EE | $3,903 | $5,158-24.3% | $6,094-36.0% | $4,027-3.1% |
| Admin fee / account holder | $2,057 | $6,871-70.1% | $7,195-71.4% | $5,403-61.9% |