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 | $65,928 | $46,674+41.3% | $117,472-43.9% | $68,494-3.7% |
| Participation rate | 42.5% | 56.8%-14.3pp | 70.6%-28.1pp | 67.9%-25.4pp |
| Annual return | -12.29% | -14.52%+2.2pp | 29.74%-42.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,425 | $1,505-5.3% | $4,176-65.9% | $2,596-45.1% |
| Participant deferral / active EE | $2,514 | $2,636-4.6% | $4,070-38.2% | $4,027-37.6% |
| Admin fee / account holder | $1,035 | $4,020-74.2% | $5,645-81.7% | $5,403-80.8% |