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 | $34,617 | $42,894-19.3% | $60,874-43.1% | $68,494-49.5% |
| Participation rate | 59.4% | 66.8%-7.4pp | 73.1%-13.7pp | 67.9%-8.5pp |
| Annual return | -11.34% | -13.98%+2.6pp | 16.90%-28.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,219 | $1,978+12.2% | $2,701-17.9% | $2,596-14.5% |
| Participant deferral / active EE | $1,338 | $2,867-53.3% | $3,817-65.0% | $4,027-66.8% |
| Admin fee / account holder | $3,221 | $3,101+3.9% | $3,224-0.1% | $5,403-40.4% |