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 | $60,392 | $71,883-16.0% | $86,677-30.3% | $68,494-11.8% |
| Participation rate | 63.9% | 72.2%-8.3pp | 76.6%-12.7pp | 67.9%-4.0pp |
| Annual return | -12.15% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $881 | $2,173-59.4% | $2,836-68.9% | $2,596-66.1% |
| Participant deferral / active EE | $7,139 | $3,779+88.9% | $4,656+53.3% | $4,027+77.3% |
| Admin fee / account holder | $7,225 | $6,112+18.2% | $7,493-3.6% | $5,403+33.7% |