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 | $70,744 | $46,674+51.6% | $117,472-39.8% | $68,494+3.3% |
| Participation rate | 33.3% | 56.8%-23.4pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | -15.79% | -14.52%-1.3pp | 29.74%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,210 | $1,505+46.9% | $4,176-47.1% | $2,596-14.9% |
| Participant deferral / active EE | $2,537 | $2,636-3.8% | $4,070-37.7% | $4,027-37.0% |
| Admin fee / account holder | $5,163 | $4,020+28.4% | $5,645-8.5% | $5,403-4.4% |