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 | $54,571 | $73,867-26.1% | $143,757-62.0% | $68,494-20.3% |
| Participation rate | 63.9% | 66.7%-2.8pp | 80.3%-16.4pp | 67.9%-4.0pp |
| Annual return | -13.77% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,864 | $3,184-10.1% | $4,951-42.2% | $2,596+10.3% |
| Participant deferral / active EE | $5,316 | $3,384+57.1% | $5,637-5.7% | $4,027+32.0% |
| Admin fee / account holder | $2,438 | $5,755-57.6% | $14,673-83.4% | $5,403-54.9% |