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 | $75,754 | $71,883+5.4% | $86,677-12.6% | $68,494+10.6% |
| Participation rate | 55.8% | 72.2%-16.4pp | 76.6%-20.8pp | 67.9%-12.1pp |
| Annual return | -13.45% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,794 | $2,173-17.4% | $2,836-36.7% | $2,596-30.9% |
| Participant deferral / active EE | $2,184 | $3,779-42.2% | $4,656-53.1% | $4,027-45.8% |
| Admin fee / account holder | $1,187 | $6,112-80.6% | $7,493-84.2% | $5,403-78.0% |