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 | $40,374 | $64,707-37.6% | $112,228-64.0% | $68,494-41.1% |
| Participation rate | 69.4% | 67.2%+2.3pp | 75.1%-5.6pp | 67.9%+1.6pp |
| Annual return | -15.88% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,262 | $2,746-17.6% | $3,635-37.8% | $2,596-12.9% |
| Participant deferral / active EE | $5,129 | $3,565+43.9% | $4,728+8.5% | $4,027+27.4% |
| Admin fee / account holder | $2,770 | $5,232-47.1% | $6,410-56.8% | $5,403-48.7% |