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 | $62,436 | $48,265+29.4% | $68,791-9.2% | $68,494-8.8% |
| Participation rate | 53.8% | 60.7%-6.8pp | 69.0%-15.2pp | 67.9%-14.0pp |
| Annual return | -17.43% | -12.71%-4.7pp | -6.38%-11.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,463 | $1,829-20.0% | $2,655-44.9% | $2,596-43.6% |
| Participant deferral / active EE | $3,055 | $2,867+6.6% | $3,941-22.5% | $4,027-24.1% |
| Admin fee / account holder | $53,320 | $4,355+1124.2% | $4,932+981.1% | $5,403+886.9% |