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 | $61,881 | $49,177+25.8% | $79,464-22.1% | $64,186-3.6% |
| Participation rate | 61.8% | 65.0%-3.3pp | 73.3%-11.6pp | 69.6%-7.8pp |
| Annual return | -5.52% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $969 | $2,076-53.3% | $2,800-65.4% | $2,381-59.3% |
| Participant deferral / active EE | $2,474 | $2,821-12.3% | $3,704-33.2% | $3,470-28.7% |
| Admin fee / account holder | $900 | $3,839-76.5% | $5,113-82.4% | $4,888-81.6% |