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 | $29,253 | $71,883-59.3% | $86,677-66.3% | $68,494-57.3% |
| Participation rate | 67.3% | 72.2%-4.9pp | 76.6%-9.3pp | 67.9%-0.6pp |
| Annual return | -14.32% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,779 | $2,173-18.1% | $2,836-37.3% | $2,596-31.5% |
| Participant deferral / active EE | $5,058 | $3,779+33.8% | $4,656+8.6% | $4,027+25.6% |
| Admin fee / account holder | $5,586 | $6,112-8.6% | $7,493-25.5% | $5,403+3.4% |