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 | $64,275 | $77,813-17.4% | $123,544-48.0% | $64,186+0.1% |
| Participation rate | 58.1% | 74.7%-16.6pp | 82.3%-24.2pp | 69.6%-11.5pp |
| Annual return | -6.52% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $988 | $3,014-67.2% | $4,628-78.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,753 | $5,240-47.5% | $6,426-57.1% | $3,470-20.6% |
| Admin fee / account holder | $13,926 | $5,519+152.4% | $9,284+50.0% | $4,888+184.9% |