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 | $56,693 | $49,177+15.3% | $79,464-28.7% | $64,186-11.7% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.6%-16.6pp |
| Annual return | -7.19% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,169 | $2,076-43.7% | $2,800-58.2% | $2,381-50.9% |
| Participant deferral / active EE | $4,705 | $2,821+66.8% | $3,704+27.0% | $3,470+35.6% |
| Admin fee / account holder | $671 | $3,839-82.5% | $5,113-86.9% | $4,888-86.3% |