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 | $40,866 | $82,286-50.3% | $68,791-40.6% | $134,475-69.6% |
| Participation rate | 68.4% | 75.1%-6.6pp | 69.0%-0.6pp | 81.2%-12.8pp |
| Annual return | -8.47% | -2.19%-6.3pp | -6.38%-2.1pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,495 | $3,301-54.7% | $2,655-43.7% | $4,740-68.5% |
| Participant deferral / active EE | $3,387 | $4,739-28.5% | $3,941-14.1% | $6,400-47.1% |
| Admin fee / account holder | $5,377 | $6,481-17.0% | $4,932+9.0% | $11,426-52.9% |