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 | $92,252 | $71,883+28.3% | $86,677+6.4% | $68,494+34.7% |
| Participation rate | 65.3% | 72.2%-6.9pp | 76.6%-11.3pp | 67.9%-2.6pp |
| Annual return | -7.95% | 3.52%-11.5pp | 35.91%-43.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $757 | $2,173-65.1% | $2,836-73.3% | $2,596-70.8% |
| Participant deferral / active EE | $3,664 | $3,779-3.0% | $4,656-21.3% | $4,027-9.0% |
| Admin fee / account holder | $5,289 | $6,112-13.5% | $7,493-29.4% | $5,403-2.1% |