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 9-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 | $47,203 | $27,641+70.8% | $61,373-23.1% | $68,494-31.1% |
| Participation rate | 48.1% | 39.5%+8.6pp | 52.6%-4.5pp | 67.9%-19.8pp |
| Annual return | -12.01% | -13.24%+1.2pp | 338.61%-350.6pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,355 | $695+238.6% | $1,159+103.1% | $2,596-9.3% |
| Participant deferral / active EE | $2,900 | $1,263+129.6% | $2,125+36.5% | $4,027-28.0% |
| Admin fee / account holder | $1,457 | $2,010-27.5% | $2,130-31.6% | $5,403-73.0% |