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 9-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 | $63,802 | $48,265+32.2% | $68,791-7.3% | $68,494-6.9% |
| Participation rate | 57.4% | 60.7%-3.3pp | 69.0%-11.6pp | 67.9%-10.5pp |
| Annual return | -14.56% | -12.71%-1.9pp | -6.38%-8.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,331 | $1,829-27.2% | $2,655-49.9% | $2,596-48.7% |
| Participant deferral / active EE | $3,974 | $2,867+38.6% | $3,941+0.8% | $4,027-1.3% |
| Admin fee / account holder | $1,344 | $4,355-69.1% | $4,932-72.7% | $5,403-75.1% |