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 | $109,949 | $82,286+33.6% | $68,791+59.8% | $134,475-18.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -19.56% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,426 | $3,301-56.8% | $2,655-46.3% | $4,740-69.9% |
| Participant deferral / active EE | $3,894 | $4,739-17.8% | $3,941-1.2% | $6,400-39.2% |
| Admin fee / account holder | $21,830 | $6,481+236.9% | $4,932+342.6% | $11,426+91.1% |