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 | $112,018 | $59,805+87.3% | $79,550+40.8% | $68,494+63.5% |
| Participation rate | 40.3% | 61.1%-20.8pp | 69.5%-29.2pp | 67.9%-27.6pp |
| Annual return | -3.13% | -12.30%+9.2pp | 0.16%-3.3pp | -7.84%+4.7pp |
| Employer contribution / active EE | $1,640 | $1,505+9.0% | $2,413-32.0% | $2,596-36.8% |
| Participant deferral / active EE | $4,467 | $3,024+47.7% | $3,985+12.1% | $4,027+10.9% |
| Admin fee / account holder | $27,591 | $4,835+470.7% | $6,832+303.8% | $5,403+410.7% |