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 | $62,274 | $59,805+4.1% | $79,550-21.7% | $68,494-9.1% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.5%-13.2pp | 67.9%-11.6pp |
| Annual return | -12.81% | -12.30%-0.5pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,265 | $1,505-15.9% | $2,413-47.6% | $2,596-51.3% |
| Participant deferral / active EE | $2,304 | $3,024-23.8% | $3,985-42.2% | $4,027-42.8% |
| Admin fee / account holder | $25,823 | $4,835+434.1% | $6,832+278.0% | $5,403+378.0% |