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 | $100,915 | $71,883+40.4% | $86,677+16.4% | $68,494+47.3% |
| Participation rate | 60.7% | 72.2%-11.5pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -18.46% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,286 | $2,173-40.8% | $2,836-54.7% | $2,596-50.5% |
| Participant deferral / active EE | $4,158 | $3,779+10.0% | $4,656-10.7% | $4,027+3.2% |
| Admin fee / account holder | $2,757 | $6,112-54.9% | $7,493-63.2% | $5,403-49.0% |