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 | $56,026 | $72,404-22.6% | $110,238-49.2% | $64,186-12.7% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.7pp |
| Annual return | -6.66% | -6.29%-0.4pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,289 | $2,282+0.3% | $3,826-40.2% | $2,381-3.9% |
| Participant deferral / active EE | $4,555 | $3,469+31.3% | $4,672-2.5% | $3,470+31.3% |
| Admin fee / account holder | $12,379 | $5,664+118.6% | $8,547+44.8% | $4,888+153.3% |