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 | $72,507 | $73,004-0.7% | $90,749-20.1% | $68,494+5.9% |
| Participation rate | 54.3% | 70.8%-16.5pp | 75.7%-21.4pp | 67.9%-13.6pp |
| Annual return | -12.72% | -13.81%+1.1pp | -12.16%-0.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,304 | $2,193-40.5% | $2,921-55.3% | $2,596-49.8% |
| Participant deferral / active EE | $2,775 | $3,627-23.5% | $4,564-39.2% | $4,027-31.1% |
| Admin fee / account holder | $1,497 | $5,896-74.6% | $8,445-82.3% | $5,403-72.3% |