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 | $30,193 | $32,117-6.0% | $71,086-57.5% | $64,186-53.0% |
| Participation rate | 63.3% | 42.7%+20.6pp | 54.7%+8.6pp | 69.6%-6.3pp |
| Annual return | -4.29% | -5.57%+1.3pp | 650.59%-654.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $907 | $712+27.3% | $1,088-16.6% | $2,381-61.9% |
| Participant deferral / active EE | $1,298 | $1,263+2.8% | $1,874-30.7% | $3,470-62.6% |
| Admin fee / account holder | $3,831 | $2,759+38.8% | $3,082+24.3% | $4,888-21.6% |