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 | $17,609 | $42,383-58.5% | $76,523-77.0% | $64,186-72.6% |
| Participation rate | 55.8% | 58.1%-2.4pp | 68.0%-12.2pp | 69.6%-13.8pp |
| Annual return | -7.50% | -16.54%+9.0pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,030 | $1,563+29.9% | $2,647-23.3% | $2,381-14.7% |
| Participant deferral / active EE | $1,026 | $2,566-60.0% | $3,835-73.2% | $3,470-70.4% |
| Admin fee / account holder | $2,753 | $3,198-13.9% | $4,848-43.2% | $4,888-43.7% |