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 | $31,240 | $81,900-61.9% | $119,609-73.9% | $68,494-54.4% |
| Participation rate | 62.5% | 71.9%-9.4pp | 79.3%-16.8pp | 67.9%-5.4pp |
| Annual return | -17.21% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,443 | $2,693-46.4% | $4,232-65.9% | $2,596-44.4% |
| Participant deferral / active EE | $2,683 | $4,148-35.3% | $5,602-52.1% | $4,027-33.4% |
| Admin fee / account holder | $2,167 | $6,582-67.1% | $10,323-79.0% | $5,403-59.9% |