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 | $28,109 | $45,863-38.7% | $77,024-63.5% | $68,494-59.0% |
| Participation rate | 60.0% | 55.9%+4.1pp | 67.9%-7.9pp | 67.9%-7.9pp |
| Annual return | -19.17% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,137 | $1,650+29.5% | $2,812-24.0% | $2,596-17.7% |
| Participant deferral / active EE | $3,135 | $2,962+5.8% | $4,426-29.2% | $4,027-22.2% |
| Admin fee / account holder | $1,188 | $3,041-60.9% | $5,425-78.1% | $5,403-78.0% |