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 | $91,215 | $59,805+52.5% | $79,550+14.7% | $68,494+33.2% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.5%-7.9pp | 67.9%-6.3pp |
| Annual return | -15.03% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $859 | $1,505-42.9% | $2,413-64.4% | $2,596-66.9% |
| Participant deferral / active EE | $4,928 | $3,024+62.9% | $3,985+23.6% | $4,027+22.4% |
| Admin fee / account holder | $7,814 | $4,835+61.6% | $6,832+14.4% | $5,403+44.6% |