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 | $22,005 | $50,958-56.8% | $74,550-70.5% | $64,186-65.7% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -4.16% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $944 | $1,115-15.4% | $1,961-51.9% | $2,381-60.4% |
| Participant deferral / active EE | $1,980 | $2,301-14.0% | $3,108-36.3% | $3,470-42.9% |
| Admin fee / account holder | $10,102 | $4,223+139.2% | $5,060+99.7% | $4,888+106.7% |