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 | $44,317 | $59,805-25.9% | $79,550-44.3% | $68,494-35.3% |
| Participation rate | 66.2% | 61.1%+5.2pp | 69.5%-3.3pp | 67.9%-1.7pp |
| Annual return | -16.74% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,069 | $1,505-29.0% | $2,413-55.7% | $2,596-58.8% |
| Participant deferral / active EE | $1,761 | $3,024-41.8% | $3,985-55.8% | $4,027-56.3% |
| Admin fee / account holder | $1,201 | $4,835-75.2% | $6,832-82.4% | $5,403-77.8% |