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 | $27,676 | $73,867-62.5% | $143,757-80.7% | $68,494-59.6% |
| Participation rate | 67.1% | 66.7%+0.4pp | 80.3%-13.2pp | 67.9%-0.8pp |
| Annual return | -10.58% | 1.01%-11.6pp | -0.04%-10.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,468 | $3,184-53.9% | $4,951-70.4% | $2,596-43.5% |
| Participant deferral / active EE | $2,615 | $3,384-22.7% | $5,637-53.6% | $4,027-35.1% |
| Admin fee / account holder | $10,936 | $5,755+90.0% | $14,673-25.5% | $5,403+102.4% |