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 | $31,109 | $50,958-39.0% | $74,550-58.3% | $64,186-51.5% |
| Participation rate | 60.7% | 61.1%-0.3pp | 69.1%-8.4pp | 69.6%-8.9pp |
| Annual return | -3.70% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,172 | $1,115+5.1% | $1,961-40.2% | $2,381-50.8% |
| Participant deferral / active EE | $3,665 | $2,301+59.2% | $3,108+17.9% | $3,470+5.6% |
| Admin fee / account holder | $3,324 | $4,223-21.3% | $5,060-34.3% | $4,888-32.0% |