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 | $49,532 | $71,883-31.1% | $86,677-42.9% | $68,494-27.7% |
| Participation rate | 65.1% | 72.2%-7.1pp | 76.6%-11.5pp | 67.9%-2.8pp |
| Annual return | -11.04% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,738 | $2,173-20.0% | $2,836-38.7% | $2,596-33.0% |
| Participant deferral / active EE | $3,818 | $3,779+1.0% | $4,656-18.0% | $4,027-5.2% |
| Admin fee / account holder | $1,068 | $6,112-82.5% | $7,493-85.8% | $5,403-80.2% |