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 | $54,142 | $54,229-0.2% | $70,092-22.8% | $68,494-21.0% |
| Participation rate | 64.9% | 64.5%+0.4pp | 70.5%-5.6pp | 67.9%-3.0pp |
| Annual return | -12.17% | -13.87%+1.7pp | 190.73%-202.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,691 | $2,018-16.2% | $2,559-33.9% | $2,596-34.9% |
| Participant deferral / active EE | $4,501 | $2,956+52.3% | $3,849+17.0% | $4,027+11.8% |
| Admin fee / account holder | $674 | $4,694-85.6% | $6,267-89.2% | $5,403-87.5% |