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 | $36,502 | $71,883-49.2% | $86,677-57.9% | $68,494-46.7% |
| Participation rate | 68.9% | 72.2%-3.3pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -14.15% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,368 | $3,779-37.3% | $4,656-49.1% | $4,027-41.2% |
| Admin fee / account holder | $11,412 | $6,112+86.7% | $7,493+52.3% | $5,403+111.2% |