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 | $79,054 | $82,978-4.7% | $129,995-39.2% | $71,457+10.6% |
| Participation rate | 43.2% | 74.1%-30.8pp | 78.5%-35.2pp | 67.9%-24.7pp |
| Annual return | 22.40% | 20.60%+1.8pp | -137.18%+159.6pp | 28.85%-6.5pp |
| Employer contribution / active EE | $1,379 | $2,622-47.4% | $4,320-68.1% | $2,588-46.7% |
| Participant deferral / active EE | $2,562 | $4,432-42.2% | $5,820-56.0% | $4,289-40.3% |
| Admin fee / account holder | $1,326 | $1,729-23.3% | $10,614-87.5% | $1,587-16.5% |