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 | $64,136 | $57,354+11.8% | $83,848-23.5% | $64,186-0.1% |
| Participation rate | 61.0% | 68.6%-7.6pp | 76.1%-15.2pp | 69.6%-8.6pp |
| Annual return | -2.32% | 11.38%-13.7pp | 850.88%-853.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,777 | $2,545+9.1% | $3,631-23.5% | $2,381+16.6% |
| Participant deferral / active EE | $5,127 | $2,993+71.3% | $4,082+25.6% | $3,470+47.8% |
| Admin fee / account holder | $2,206 | $4,046-45.5% | $5,478-59.7% | $4,888-54.9% |