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 | $108,374 | $81,900+32.3% | $119,609-9.4% | $68,494+58.2% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -16.32% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,456 | $2,693-45.9% | $4,232-65.6% | $2,596-43.9% |
| Participant deferral / active EE | $4,163 | $4,148+0.4% | $5,602-25.7% | $4,027+3.4% |
| Admin fee / account holder | $2,277 | $6,582-65.4% | $10,323-77.9% | $5,403-57.9% |