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 | $42,031 | $95,862-56.2% | $79,550-47.2% | $134,475-68.7% |
| Participation rate | 69.6% | 75.0%-5.5pp | 69.5%+0.1pp | 81.2%-11.7pp |
| Annual return | -17.05% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,740 | $3,128-44.4% | $2,413-27.9% | $4,740-63.3% |
| Participant deferral / active EE | $5,791 | $4,693+23.4% | $3,985+45.3% | $6,400-9.5% |
| Admin fee / account holder | $812 | $9,126-91.1% | $6,832-88.1% | $11,426-92.9% |