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 | $85,260 | $54,229+57.2% | $70,092+21.6% | $68,494+24.5% |
| Participation rate | 66.7% | 64.5%+2.2pp | 70.5%-3.8pp | 67.9%-1.2pp |
| Annual return | -17.11% | -13.87%-3.2pp | 190.73%-207.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,934 | $2,018-4.2% | $2,559-24.4% | $2,596-25.5% |
| Participant deferral / active EE | $2,822 | $2,956-4.5% | $3,849-26.7% | $4,027-29.9% |
| Admin fee / account holder | $5,564 | $4,694+18.5% | $6,267-11.2% | $5,403+3.0% |