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 | $69,446 | $110,094-36.9% | $151,611-54.2% | $68,494+1.4% |
| Participation rate | 63.2% | 84.0%-20.8pp | 87.5%-24.3pp | 67.9%-4.7pp |
| Annual return | -16.55% | -10.12%-6.4pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,845 | $4,471-14.0% | $6,166-37.6% | $2,596+48.1% |
| Participant deferral / active EE | $5,340 | $6,527-18.2% | $8,363-36.2% | $4,027+32.6% |
| Admin fee / account holder | $8,970 | $7,719+16.2% | $11,616-22.8% | $5,403+66.0% |