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 | $83,953 | $53,162+57.9% | $91,220-8.0% | $68,494+22.6% |
| Participation rate | 65.3% | 63.2%+2.1pp | 73.2%-7.9pp | 67.9%-2.6pp |
| Annual return | -19.10% | -3.14%-16.0pp | 114.01%-133.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,317 | $1,709-22.9% | $2,850-53.8% | $2,596-49.3% |
| Participant deferral / active EE | $4,098 | $2,974+37.8% | $4,234-3.2% | $4,027+1.8% |
| Admin fee / account holder | $1,608 | $4,493-64.2% | $5,420-70.3% | $5,403-70.2% |