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 8-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 | $52,967 | $25,979+103.9% | $71,735-26.2% | $68,494-22.7% |
| Participation rate | 42.9% | 54.5%-11.6pp | 62.3%-19.5pp | 67.9%-25.0pp |
| Annual return | -17.82% | -15.10%-2.7pp | 9.14%-27.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,799 | $900+99.8% | $1,704+5.6% | $2,596-30.7% |
| Participant deferral / active EE | $3,633 | $1,522+138.6% | $2,658+36.7% | $4,027-9.8% |
| Admin fee / account holder | $633 | $2,022-68.7% | $3,974-84.1% | $5,403-88.3% |