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 9-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 | $109,158 | $93,024+17.3% | $77,024+41.7% | $134,475-18.8% |
| Participation rate | 44.4% | 74.5%-30.0pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -19.27% | 62.60%-81.9pp | 42.32%-61.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,942 | $3,418-43.2% | $2,812-31.0% | $4,740-59.0% |
| Participant deferral / active EE | $4,025 | $5,238-23.2% | $4,426-9.1% | $6,400-37.1% |
| Admin fee / account holder | $3,591 | $6,944-48.3% | $5,425-33.8% | $11,426-68.6% |