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 | $37,964 | $45,863-17.2% | $77,024-50.7% | $68,494-44.6% |
| Participation rate | 52.9% | 55.9%-3.0pp | 67.9%-15.0pp | 67.9%-14.9pp |
| Annual return | -19.41% | 1.72%-21.1pp | 42.32%-61.7pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,099 | $1,650-33.4% | $2,812-60.9% | $2,596-57.7% |
| Participant deferral / active EE | $3,750 | $2,962+26.6% | $4,426-15.3% | $4,027-6.9% |
| Admin fee / account holder | $2,683 | $3,041-11.8% | $5,425-50.6% | $5,403-50.3% |