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 | $40,081 | $49,280-18.7% | $67,313-40.5% | $64,186-37.6% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.1%-2.4pp | 69.6%-2.9pp |
| Annual return | -7.41% | -1.39%-6.0pp | -4.08%-3.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,916 | $1,668+14.8% | $2,566-25.3% | $2,381-19.5% |
| Participant deferral / active EE | $2,158 | $2,484-13.1% | $3,568-39.5% | $3,470-37.8% |
| Admin fee / account holder | $1,194 | $3,863-69.1% | $4,507-73.5% | $4,888-75.6% |