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 5-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 | $38,590 | $91,538-57.8% | $129,995-70.3% | $75,163-48.7% |
| Participation rate | 66.1% | 71.4%-5.4pp | 78.5%-12.4pp | 67.2%-1.1pp |
| Annual return | 22.20% | -631.11%+653.3pp | -137.18%+159.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,848 | $2,845+0.1% | $4,320-34.1% | $2,670+6.7% |
| Participant deferral / active EE | $5,055 | $4,341+16.5% | $5,820-13.1% | $4,125+22.5% |
| Admin fee / account holder | $10,590 | $6,790+56.0% | $10,614-0.2% | $5,651+87.4% |