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 | $63,514 | $82,286-22.8% | $68,791-7.7% | $134,475-52.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -16.50% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,965 | $3,301-10.2% | $2,655+11.7% | $4,740-37.4% |
| Participant deferral / active EE | $6,353 | $4,739+34.1% | $3,941+61.2% | $6,400-0.7% |
| Admin fee / account holder | $11,745 | $6,481+81.2% | $4,932+138.1% | $11,426+2.8% |