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 | $55,156 | $54,229+1.7% | $70,092-21.3% | $68,494-19.5% |
| Participation rate | 39.5% | 64.5%-25.0pp | 70.5%-30.9pp | 67.9%-28.4pp |
| Annual return | -18.31% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,136 | $2,018+5.8% | $2,559-16.5% | $2,596-17.7% |
| Participant deferral / active EE | $3,836 | $2,956+29.8% | $3,849-0.3% | $4,027-4.7% |
| Admin fee / account holder | $6,672 | $4,694+42.1% | $6,267+6.5% | $5,403+23.5% |