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 | $63,713 | $54,726+16.4% | $68,793-7.4% | $64,186-0.7% |
| Participation rate | 69.8% | 68.0%+1.8pp | 72.2%-2.4pp | 69.6%+0.2pp |
| Annual return | -5.02% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,678 | $1,846-9.1% | $2,625-36.1% | $2,381-29.5% |
| Participant deferral / active EE | $3,994 | $2,626+52.1% | $3,311+20.6% | $3,470+15.1% |
| Admin fee / account holder | $1,669 | $4,027-58.5% | $5,131-67.5% | $4,888-65.9% |