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 | $30,116 | $61,660-51.2% | $80,019-62.4% | $64,186-53.1% |
| Participation rate | 58.5% | 71.7%-13.2pp | 75.8%-17.3pp | 69.6%-11.0pp |
| Annual return | -0.13% | -0.33%+0.2pp | 11.22%-11.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,344 | $1,810-25.8% | $2,468-45.6% | $2,381-43.6% |
| Participant deferral / active EE | $2,559 | $2,968-13.8% | $3,686-30.6% | $3,470-26.2% |
| Admin fee / account holder | $5,305 | $5,417-2.1% | $6,521-18.6% | $4,888+8.5% |