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 | $72,644 | $57,354+26.7% | $83,848-13.4% | $64,186+13.2% |
| Participation rate | 51.7% | 68.6%-16.9pp | 76.1%-24.4pp | 69.6%-17.8pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $568 | $2,545-77.7% | $3,631-84.4% | $2,381-76.2% |
| Participant deferral / active EE | $2,271 | $2,993-24.1% | $4,082-44.4% | $3,470-34.5% |
| Admin fee / account holder | $361 | $4,046-91.1% | $5,478-93.4% | $4,888-92.6% |