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 | $72,805 | $72,177+0.9% | $115,037-36.7% | $59,632+22.1% |
| Participation rate | 60.3% | 72.6%-12.2pp | 81.4%-21.0pp | 68.7%-8.4pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,779 | $4,783+20.8% | $6,026-4.1% | $3,192+81.1% |
| Admin fee / account holder | $5,530 | $4,927+12.2% | $8,175-32.4% | $4,297+28.7% |