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 7-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 | $97,188 | $93,024+4.5% | $77,024+26.2% | $134,475-27.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -20.51% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $952 | $3,418-72.1% | $2,812-66.1% | $4,740-79.9% |
| Participant deferral / active EE | $6,743 | $5,238+28.7% | $4,426+52.3% | $6,400+5.4% |
| Admin fee / account holder | $821 | $6,944-88.2% | $5,425-84.9% | $11,426-92.8% |