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 | $38,149 | $71,883-46.9% | $86,677-56.0% | $68,494-44.3% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -16.78% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,573 | $2,173-27.6% | $2,836-44.6% | $2,596-39.4% |
| Participant deferral / active EE | $5,545 | $3,779+46.7% | $4,656+19.1% | $4,027+37.7% |
| Admin fee / account holder | $6,356 | $6,112+4.0% | $7,493-15.2% | $5,403+17.6% |