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 | $55,618 | $53,162+4.6% | $91,220-39.0% | $68,494-18.8% |
| Participation rate | 62.9% | 63.2%-0.3pp | 73.2%-10.3pp | 67.9%-5.0pp |
| Annual return | -11.58% | -3.14%-8.4pp | 114.01%-125.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,845 | $1,709+7.9% | $2,850-35.3% | $2,596-28.9% |
| Participant deferral / active EE | $4,166 | $2,974+40.1% | $4,234-1.6% | $4,027+3.5% |
| Admin fee / account holder | $40,419 | $4,493+799.5% | $5,420+645.8% | $5,403+648.1% |