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 | $74,968 | $59,805+25.4% | $79,550-5.8% | $68,494+9.5% |
| Participation rate | 67.1% | 61.1%+6.1pp | 69.5%-2.4pp | 67.9%-0.8pp |
| Annual return | -15.15% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,357 | $1,505-9.8% | $2,413-43.8% | $2,596-47.7% |
| Participant deferral / active EE | $4,921 | $3,024+62.7% | $3,985+23.5% | $4,027+22.2% |
| Admin fee / account holder | $9,892 | $4,835+104.6% | $6,832+44.8% | $5,403+83.1% |