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 | $102,749 | $107,791-4.7% | $90,645+13.4% | $135,375-24.1% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -7.20% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,475 | $3,018-51.1% | $2,532-41.7% | $4,779-69.1% |
| Participant deferral / active EE | $3,126 | $3,872-19.3% | $3,425-8.7% | $5,609-44.3% |
| Admin fee / account holder | $666 | $5,930-88.8% | $4,994-86.7% | $10,827-93.8% |