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 | $53,798 | $48,265+11.5% | $68,791-21.8% | $68,494-21.5% |
| Participation rate | 42.1% | 60.7%-18.6pp | 69.0%-26.9pp | 67.9%-25.8pp |
| Annual return | -13.79% | -12.71%-1.1pp | -6.38%-7.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,064 | $1,829-41.8% | $2,655-59.9% | $2,596-59.0% |
| Participant deferral / active EE | $2,210 | $2,867-22.9% | $3,941-43.9% | $4,027-45.1% |
| Admin fee / account holder | $3,863 | $4,355-11.3% | $4,932-21.7% | $5,403-28.5% |