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 | $37,637 | $50,958-26.1% | $74,550-49.5% | $64,186-41.4% |
| Participation rate | 62.3% | 61.1%+1.3pp | 69.1%-6.8pp | 69.6%-7.2pp |
| Annual return | -4.01% | -1.86%-2.2pp | 32.53%-36.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,000 | $1,115-10.3% | $1,961-49.0% | $2,381-58.0% |
| Participant deferral / active EE | $4,023 | $2,301+74.8% | $3,108+29.4% | $3,470+16.0% |
| Admin fee / account holder | $2,293 | $4,223-45.7% | $5,060-54.7% | $4,888-53.1% |