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 | $45,755 | $81,900-44.1% | $119,609-61.7% | $68,494-33.2% |
| Participation rate | 31.6% | 71.9%-40.3pp | 79.3%-47.7pp | 67.9%-36.3pp |
| Annual return | -18.45% | -23.82%+5.4pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,815 | $2,693-32.6% | $4,232-57.1% | $2,596-30.1% |
| Participant deferral / active EE | $2,268 | $4,148-45.3% | $5,602-59.5% | $4,027-43.7% |
| Admin fee / account holder | $2,772 | $6,582-57.9% | $10,323-73.1% | $5,403-48.7% |