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 | $30,292 | $95,862-68.4% | $79,550-61.9% | $134,475-77.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -20.51% | -2.69%-17.8pp | 0.16%-20.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $838 | $3,128-73.2% | $2,413-65.3% | $4,740-82.3% |
| Participant deferral / active EE | $1,377 | $4,693-70.6% | $3,985-65.4% | $6,400-78.5% |
| Admin fee / account holder | $5,917 | $9,126-35.2% | $6,832-13.4% | $11,426-48.2% |