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 | $63,285 | $54,726+15.6% | $68,793-8.0% | $64,186-1.4% |
| Participation rate | 40.0% | 68.0%-28.0pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | -6.19% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,000 | $1,846-45.8% | $2,625-61.9% | $2,381-58.0% |
| Participant deferral / active EE | $2,941 | $2,626+12.0% | $3,311-11.2% | $3,470-15.2% |
| Admin fee / account holder | $851 | $4,027-78.9% | $5,131-83.4% | $4,888-82.6% |