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 | $57,068 | $56,357+1.3% | $104,294-45.3% | $68,494-16.7% |
| Participation rate | 63.3% | 63.3%0pp | 73.3%-10.0pp | 67.9%-4.6pp |
| Annual return | -18.45% | -9.19%-9.3pp | 24.61%-43.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,466 | $1,960+25.8% | $3,372-26.9% | $2,596-5.0% |
| Participant deferral / active EE | $5,041 | $3,077+63.8% | $4,625+9.0% | $4,027+25.2% |
| Admin fee / account holder | $6,889 | $4,903+40.5% | $7,339-6.1% | $5,403+27.5% |