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 | $52,604 | $64,839-18.9% | $95,585-45.0% | $84,808-38.0% |
| Participation rate | 64.1% | 63.8%+0.3pp | 72.1%-8.0pp | 68.3%-4.2pp |
| Annual return | 15.35% | -670.96%+686.3pp | 38.56%-23.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,099 | $1,759-37.5% | $2,527-56.5% | $2,631-58.2% |
| Participant deferral / active EE | $2,593 | $2,965-12.6% | $4,023-35.5% | $4,212-38.4% |
| Admin fee / account holder | $2,908 | $5,964-51.2% | $6,127-52.5% | $7,344-60.4% |