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 | $26,828 | $31,388-14.5% | $73,545-63.5% | $62,292-56.9% |
| Participation rate | 44.2% | 39.9%+4.4pp | 54.9%-10.7pp | 69.5%-25.3pp |
| Annual return | 14.34% | 25.34%-11.0pp | -15.16%+29.5pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,064 | $1,028+3.5% | $1,806-41.1% | $3,169-66.4% |
| Admin fee / account holder | $730 | $299+143.7% | $2,320-68.5% | $479+52.2% |