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 | $38,303 | $110,094-65.2% | $151,611-74.7% | $68,494-44.1% |
| Participation rate | 65.8% | 84.0%-18.2pp | 87.5%-21.7pp | 67.9%-2.1pp |
| Annual return | -16.19% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,862 | $4,471-58.4% | $6,166-69.8% | $2,596-28.3% |
| Participant deferral / active EE | $6,489 | $6,527-0.6% | $8,363-22.4% | $4,027+61.1% |
| Admin fee / account holder | $3,432 | $7,719-55.5% | $11,616-70.5% | $5,403-36.5% |