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 | $83,762 | $64,707+29.4% | $112,228-25.4% | $68,494+22.3% |
| Participation rate | 48.4% | 67.2%-18.7pp | 75.1%-26.6pp | 67.9%-19.5pp |
| Annual return | -15.92% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,783 | $2,746-35.1% | $3,635-50.9% | $2,596-31.3% |
| Participant deferral / active EE | $3,028 | $3,565-15.1% | $4,728-36.0% | $4,027-24.8% |
| Admin fee / account holder | $7,079 | $5,232+35.3% | $6,410+10.4% | $5,403+31.0% |