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 | $50,182 | $48,265+4.0% | $68,791-27.1% | $68,494-26.7% |
| Participation rate | 57.4% | 60.7%-3.3pp | 69.0%-11.6pp | 67.9%-10.5pp |
| Annual return | -16.86% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,711 | $1,829-6.4% | $2,655-35.6% | $2,596-34.1% |
| Participant deferral / active EE | $3,290 | $2,867+14.8% | $3,941-16.5% | $4,027-18.3% |
| Admin fee / account holder | $1,137 | $4,355-73.9% | $4,932-76.9% | $5,403-78.9% |