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 | $53,900 | $58,083-7.2% | $80,019-32.6% | $56,287-4.2% |
| Participation rate | 63.4% | 73.6%-10.2pp | 75.8%-12.5pp | 69.9%-6.5pp |
| Annual return | -2.12% | 34.61%-36.7pp | 11.22%-13.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,697 | $1,932-12.2% | $2,468-31.2% | $2,111-19.6% |
| Participant deferral / active EE | $3,574 | $3,135+14.0% | $3,686-3.0% | $3,350+6.7% |
| Admin fee / account holder | $3,809 | $623+511.8% | $6,521-41.6% | $521+631.1% |