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 | $50,227 | $73,004-31.2% | $90,749-44.7% | $68,494-26.7% |
| Participation rate | 68.8% | 70.8%-2.1pp | 75.7%-6.9pp | 67.9%+0.9pp |
| Annual return | -13.77% | -13.81%0pp | -12.16%-1.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $570 | $2,193-74.0% | $2,921-80.5% | $2,596-78.0% |
| Participant deferral / active EE | $2,315 | $3,627-36.2% | $4,564-49.3% | $4,027-42.5% |
| Admin fee / account holder | $3,998 | $5,896-32.2% | $8,445-52.7% | $5,403-26.0% |