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 | $56,981 | $103,949-45.2% | $69,182-17.6% | $273,961-79.2% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 1.64% | 35.28%-33.6pp | -21.93%+23.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,028 | $1,783+69.8% | $1,206+151.0% | $4,869-37.8% |
| Participant deferral / active EE | $3,784 | $2,716+39.3% | $1,897+99.5% | $5,287-28.4% |
| Admin fee / account holder | $808 | $3,671-78.0% | $2,697-70.1% | $10,132-92.0% |