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 | $93,705 | $81,900+14.4% | $119,609-21.7% | $68,494+36.8% |
| Participation rate | 68.2% | 71.9%-3.7pp | 79.3%-11.1pp | 67.9%+0.3pp |
| Annual return | -18.35% | -23.82%+5.5pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,557 | $2,693-42.2% | $4,232-63.2% | $2,596-40.0% |
| Participant deferral / active EE | $4,438 | $4,148+7.0% | $5,602-20.8% | $4,027+10.2% |
| Admin fee / account holder | $1,676 | $6,582-74.5% | $10,323-83.8% | $5,403-69.0% |