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 | $55,362 | $48,274+14.7% | $63,517-12.8% | $59,632-7.2% |
| Participation rate | 69.6% | 66.3%+3.2pp | 71.0%-1.5pp | 68.7%+0.9pp |
| Annual return | 0.18% | -240.79%+241.0pp | -70.30%+70.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,246 | $1,586-21.4% | $2,322-46.3% | $2,203-43.4% |
| Participant deferral / active EE | $2,546 | $2,343+8.7% | $2,953-13.8% | $3,192-20.2% |
| Admin fee / account holder | $15,479 | $3,600+330.0% | $5,892+162.7% | $4,297+260.2% |