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 | $41,508 | $32,117+29.2% | $71,086-41.6% | $64,186-35.3% |
| Participation rate | 28.7% | 42.7%-13.9pp | 54.7%-25.9pp | 69.6%-40.8pp |
| Annual return | -8.54% | -5.57%-3.0pp | 650.59%-659.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,080 | $712+51.6% | $1,088-0.7% | $2,381-54.6% |
| Participant deferral / active EE | $2,269 | $1,263+79.7% | $1,874+21.1% | $3,470-34.6% |
| Admin fee / account holder | $1,146 | $2,759-58.5% | $3,082-62.8% | $4,888-76.6% |