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 | $48,823 | $43,723+11.7% | $121,196-59.7% | $64,186-23.9% |
| Participation rate | 58.4% | 58.3%+0.1pp | 71.7%-13.3pp | 69.6%-11.1pp |
| Annual return | -3.71% | 68.91%-72.6pp | 16.93%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,328 | $1,296+2.4% | $4,022-67.0% | $2,381-44.2% |
| Participant deferral / active EE | $2,275 | $2,280-0.2% | $3,344-32.0% | $3,470-34.4% |
| Admin fee / account holder | $2,086 | $3,501-40.4% | $5,019-58.4% | $4,888-57.3% |