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 | $16,934 | $42,894-60.5% | $60,874-72.2% | $68,494-75.3% |
| Participation rate | 69.8% | 66.8%+3.1pp | 73.1%-3.3pp | 67.9%+2.0pp |
| Annual return | -18.52% | -13.98%-4.5pp | 16.90%-35.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,909 | $1,978-3.5% | $2,701-29.3% | $2,596-26.5% |
| Participant deferral / active EE | $2,197 | $2,867-23.4% | $3,817-42.4% | $4,027-45.4% |
| Admin fee / account holder | $3,126 | $3,101+0.8% | $3,224-3.0% | $5,403-42.1% |