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 | $88,130 | $73,004+20.7% | $90,749-2.9% | $68,494+28.7% |
| Participation rate | 58.7% | 70.8%-12.1pp | 75.7%-17.0pp | 67.9%-9.2pp |
| Annual return | -11.46% | -13.81%+2.3pp | -12.16%+0.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,845 | $2,193-15.9% | $2,921-36.8% | $2,596-28.9% |
| Participant deferral / active EE | $4,017 | $3,627+10.8% | $4,564-12.0% | $4,027-0.2% |
| Admin fee / account holder | $2,659 | $5,896-54.9% | $8,445-68.5% | $5,403-50.8% |